Broker Check

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 at Lindy's Restaurant on July 12th, Four Winds on July 14th, or The Inn at Harbor Shores on July 19th to learn more.

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.

Schedule a Call

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

Financial 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

Tax & Financial Planning Coordinator

269-982-1988

Sara Wolf

Sara Wolf

Financial Advisor

269-982-1988

We promise to...

always be true to our word to you

learn continuously to better serve you

always act in your best interest

educate you as we work together

Reach out to us today!

Thank you!
Oops!