As Chief Executive Officer of Wolf Advisory Services, Rob’s goal is to provide well thought-out, customized solutions to meet his clients’ financial planning needs. He created his firm’s proprietary process, Signet 360, to guide clients through life’s financial journey. The process is designed to get clients intimately engaged where, together with Rob, their goals and dreams can be clearly defined. We seek to align our company with the common goals of our clients to put us on the same side of the table. Simply stated, our firm does well when we are able to help our clients do well.
In May of 1995, after graduating from Western Michigan University with his bachelor’s in finance, Rob started his career in the financial services industry. Along the way Rob experienced the ups and downs of the financial markets and has helped his clients manage the emotional rollercoaster that these markets cause. Time in the industry has provided Rob with perspective that he shares with his clients, reminding them of the big picture and their stated goals, both long- and short-term. He is passionate about his proprietary process, Signet 360, where he takes clients through a time of discovery and illumination regarding their financial goals and dreams. Rob is a financial fiduciary, where he puts forth solutions that are in the best interests of his clients. He serves his clients in the roles of personal financial coach, counselor, and mentor.
Rob is a life-long resident of Southwest Michigan and is married with three daughters.
For specific estate planning or tax planning advice, please consult a qualified estate planning attorney or qualified tax advisor.