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Welcome To Wolk Financial Management

Established in July of 2006, Wolk Financial Management is a full-service financial management firm under the direction of Evan Wolk. Previously a Financial Advisor affiliated with Smith Barney, Evan believes that founding WFM better enabled him to provide his clients a high level of service while taking into account time constraints, risk tolerance and investment goals.

Evan Wolk offers securities and advisory services through KMS Financial Services, Inc. KMS clears and custodies securities transactions through Pershing, LLC, a wholly-owned subsidiary of the Bank of New York.

Market and Portfolio Responses to Covid-19 Pandemic

Products & Services

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

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Our Mission, Objective and Goals

To provide customized and investment management and financial planning for you, while helping you and your family reach your goals.

To build long-term relationships based on a) trust, b) exceptional service and c) sound investment strategies.

To exceed your expectations.

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Your Business

Selection of a financial advisor is an important decision, one that should not be taken lightly. This relationship is one which ideally is honest and long-term. Your financial advisor should understand your investment philosophy, risk tolerance, and financial background and should work to develop a plan to achieve your goals.

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Don't Panic

Don't Panic

In your investing lifetime, you will live through several periods of market volatility. These periods may cause you to second-guess your investment strategy or even consider a different approach to managing your money.

Certainly, the level of volatility we’ve seen during the COVID-19 (novel coronavirus) pandemic is rare.

Despite the current market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.

Click below to download the full e-book.

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