Chris Dewolfe Email & Phone Number

Chris DeWolfe is a seasoned financial professional with over 25 years of experience in the financial services industry. Managing Partner and Co-Founder of the Investment Consulting Group (1999), Chris has established himself as a leading figure in Wealth Management Planning services within the Birmingham and automotive communities. “Our clients are looking to live the best lives they can with the resources they have and the years and health they are given, and our process helps them pursue this goal with clarity, confidence, and ultimately peace of mind.”There are three lanes of focus to our process:1. Investment Management. This is table stakes, what everyone is getting, doing on their own, or expecting. We differentiate our investment management process by focusing on tactical investment strategies (vs. buy and hold rebalance). In addition, we advocate asset location and tax loss harvesting (365 days, not just year-end).2. Financial Planning. Yes, more mainstream today than say 10 years ago, but still often neglected or not fully utilized. It is the cornerstone of our process.3. Tax Planning. Often neglected yet so important in helping individuals and businesses stay current on changing tax codes and saving their money.DeWolfe holds a BA in Finance from the Seidman College of Business at Grand Valley State University and an Associate of Arts from Northwestern Michigan College. Chris also holds a comprehensive set of professional registrations, including Series 7, 24, 31, 33, 63, and 66.Securities and Investment advisory services offered through Oasic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Oasic Wealth.

Listed skills include Finance, Financial Markets, Investments, Tactical Asset Allocation, and 22 others.