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Investing Your Money

Wealth

Investing Your Money
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We take a highly disciplined, focused and proven approach to investing. We have the flexibility and resources to tailor an investment strategy suitable for your unique goals and requirements.
Our investment options include customized model portfolios, separately managed accounts,  direct indexing with tax loss harvesting, and alternative investments.
The collective wisdom of millions of buyers and sellers is the most accurate way to determine the price of securities.

We don't second-guess these investors or make speculative bets with your money by investing based on the assumption that stocks are mispriced. Instead, we focus on areas we can control:
01

Your asset allocation

(the division of your portfolio between stocks, bonds and cash)
02

Keeping costs and
fees low

03

Deferring or
eliminating taxes

wolf private wealth

we Focus on What Matters

Your asset allocation, low fees, global diversification and deferring or eliminating taxes.
We are one of a select group of advisors authorized to invest with Dimensional Fund Advisors.
Dimensional manages $637 billion in assets (as of March 31, 2021). Its investment approach is grounded in economic theory and backed by decades of Nobel prize-winning empirical research.
$637billion
registered investment advisor
Learn more about how Dimensional invests:
A Foundation Built on Great Ideas
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Tuning out the Noise
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Dimensional at a Glance
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Our Cost Is Fully Transparent
Although we offer hourly advice and advice on specific projects, most clients retain us for ongoing advice. These clients are charged a fixed percentage of their portfolio.
Please refer to your Financial Planning Agreement, Investment Management Agreement and/or Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure (which can be found on the Securities and Exchange Commission website by searching under CRD #15136) for additional details regarding fees.

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The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.
Stefan Wolf is an Investment Advisor Representative with Dynamic Wealth Advisors dba Wolf Private Wealth. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https:/ / adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.
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