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Jean Wolfe, CFP®, CIMA®, CPWA®

Vice President

PHONE: 952-249-7617

TOLL-FREE: 888-831-6426

FAX: 952-249-7650

ADDRESS:  601 Carlson Pwy, Suite 950, Minnetonka,  MN  55305

Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, my process begins with truly getting to know you – your values, hopes and concerns. I’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once I’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.

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