Who We Are
Wolf Group Capital Advisors provides comprehensive wealth management services for the global professional. Founded in 1996, Wolf Group Capital Advisors was the natural evolution of the financial and tax planning offerings of The Wolf Group, a CPA firm specializing in tax planning and compliance for expatriates. Early on, we identified the growing need for the honest delivery of comprehensive financial and investment advice in an increasingly complex world and established our firm to do just that.
Let Us Take You to Your Destination
If our financial plan serves as the roadmap, then our investment management service is the vehicle that takes you where you want to go. We don’t believe that one size fits all. We don’t believe that investment advice is a commodity nor do we believe that investing is a random walk down Wall Street. Our seasoned investment professionals believe that excess returns can be captured by hard work, by strict adherence to a time-tested investment philosophy, and by (usually) going against the crowd. Our client portfolios, crafted to the meet the long-term goals, unique circumstances, and measured risk tolerance of each client, represent our best efforts to capture these excess returns and facilitate a comfortable ride as you travel to your destination.
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