Jean WolfeCFP, CIMA, CPWA

Vice President

Minnetonka Office
Phone: (952) 249-7617
Toll Free: (888) 831-6426
Fax: (952) 249-7650
Email Me
Baird
601 Carlson Pwy
Suite 950
Minnetonka, MN 55305
Map/Directions
My Networks
LinkedIn

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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