Verification: dd0935a8367d00b2
Broker Check

Financial Planning

Learn more about the Signet 360 Advantage

Learn more about the Signet 360 Advantage

Wolf Advisory was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, The Signet 360 Advantage, helps you pursue your financial independence. 

Learn more about our financial advisors

Chief Executive Officer

Chief Executive Officer

Rob Wolf
President & Senior Wealth Advisor

President & Senior Wealth Advisor

James Koenig
Senior Client Service Director & Financial Advisor

Senior Client Service Director & Financial Advisor

Amanda Opulskas
Financial Advisor & Tax Preparation

Financial Advisor & Tax Preparation

Sara Wolf
Portfolio Manager & Senior Advisor

Portfolio Manager & Senior Advisor

Joe Green
Financial Advisor & Tax Preparation

Financial Advisor & Tax Preparation

Mike Rock

This is what we do. Get in touch today.

Thank you!
Oops!