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Products & Services

Wolk Financial Management offers a broad range of professional advisory services and products in all areas of the financial arena.

Services

  • Investment Management: Creation of comprehensive diversified portfolios.
  • Financial Planning: Determination of the best way to achieve financial goals.
  • Retirement Planning: Development of a plan to maximize tax efficiency of retirees both pre and post retirement. Tools include 401(k)s, SEP IRAs, and Simple IRAs, among others.
  • Education Planning: Construction of a strategy to fund the education of the clients, their children and grandchildren.
  • Estate Planning: Structuring the financial assets to maximize distribution according to the client’s wishes.

Products

  • Equities/Exchange Traded Funds
  • Municipal Bonds
  • Government Bonds
  • Federally Insured CDs
  • Managed Money Plans
  • Life Insurance
  • Annuities
  • 529 Plans
  • Trusts