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Become your family's CFO

Organize your financial life into an easy-to-understand format through our process.

The Signet 360 Advantage helps you pursue your financial independence.

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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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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!

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