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Have your retirement goals been realistic?

Come see Robert Wolf as he talks about navigating inflation, market volatility, taxes, social security depletion and other financial challenges!

Join us for dinner in Saugatuck on September 27th, or Paw Paw on September 29th!  

Register Now

Who is Wolf Advisory?

Wolf Advisory is a full-service, comprehensive, Financial Planning, Tax, and Insurance Firm servicing clients throughout Southwest Michigan.

We focus on delivering our clients a truly holistic perspective and aim to exceed your expectations by providing an undeniably unique service experience.

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We Hope You Will Join Us For Our Upcoming Events!

If you would like to be apart of our upcoming Retirement Planning During Times of Uncertainty events, please RSVP by clicking the button below.

We hope to see you there!


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Our Process

Discover

Discover

Design

Design

Deploy

Deploy

Meet Our Team

Robert (Rob) Wolf

Robert (Rob) Wolf

Chief Executive Officer

269-982-1988

James Koenig, Sr.

James Koenig, Sr.

Executive VP & Senior Advisor

269-982-1988

Joe Green

Joe Green

Portfolio Manager & Senior Advisor

269-982-1988

Debbie Gleason

Debbie Gleason

Office Manager & Client Relationship Specialist

269-982-1988

Amanda Opulskas

Amanda Opulskas

Senior Client Service Director & Financial Advisor

269-982-1988

Michael Rock

Michael Rock

Financial Advisor

269-982-1988

Sara Wolf

Sara Wolf

Financial Advisor

269-982-1988

Jonathan Foster

Chief Marketing Officer

(269) 982-1988

We promise to...

Always be true to our word to you

Learn continuously to better serve you

Educate you as we work together

Always act in your best interest

Reach out to us today!

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