Wolf Money Management, Inc.

Wolf Money Management, Inc. is a boutique investment advisory firm based in Ronkonkoma, NY, established 20 years ago by principal owners Steven A. Wolf and Paul B. Wolf. The firm specializes in providing investment advice to individuals, offering services such as financial planning, tactical asset allocation, and management of employer-based non-ERISA 403b plans and individual variable annuities. They focus on a long-term investment strategy while incorporating alternative mutual funds and ETFs to reduce risk. Wolf Money Management employs technical and fundamental analysis to determine investment trends and offers discretionary investment management services through an Overlay Manager program. The firm charges an annual fee ranging from 0.5% to 2% based on the assets under management, with fees deducted quarterly. Clients can expect to receive tailored advisory services based on their risk tolerance, objectives, and account type. The minimum account requirement is $100,000, although exceptions can be made on a case-by-case basis. Wolf Money Management does not participate in wrap fee programs and discloses potential conflicts of interest related to recommending insurance products. The firm emphasizes a fiduciary duty to act in the best interests of clients and provides detailed information on the qualifications and business practices of its advisors.