Brian Wolf Email & Phone Number

Brian brings his 30+ years of experience in wealth management, taxes, retirement, and estate planning to his mission of supporting the transition of Registered Investment Advisors (RIA's) & Investor Advisor Representatives (IAR's) into Financial Gravities Multi-Family Office program.If you:• Are a Financial Advisor who is in the business of gathering assets under management (AUM).• Would like to be able to work less and earn more.• Would like all your clients to be able to get high-end tax, investment and estate planning services through Financial Gravities unique programs.• Want to become the Premier Financial Advisor in your clients eyes. • Would like to have a great succession plan in place. Then Financial Gravity’s Turnkey Multi-Family Office program is for you.Our program is unique in that it allows the Advisor to focus exclusively on strategy and relationship management while Financial Gravity does everything else. We offer a middle and back office, comprehensive tech stack, subject matter experts, client services and ops teams, mentoring, and agency-level marketing support. With our program, you can build a stronger and more valuable business in as little as 60 days, while enhancing your brand or reputation. Perhaps our greatest contribution to the Advisors that we work with is that we put you in the center of your client’s financial lives, owning and controlling your client relationships. With our Done-For-You program, we will take your productivity to previously unknown levels. Our program is proven. Advisors just like you are enjoying multiple and diverse revenue streams, significantly increased productivity, and seeing the value of their businesses multiply. You can, too. Schedule a call to learn more: http://calendly.com/brianwolfiewolf

• 

  Augustana University (Sd)

  Bachelor'S Degree