Welcome to Wolff Financial Management, LLC

 

Wolff Financial Management, LLC, established in 1994, is a Comprehensive Financial Services Firm.  We are committed to helping our clients improve their financial success.   Our website is designed to provide potential new clients information about our firm along with providing existing clients with an access to view their investment accounts and related helpful financial information.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information regarding our firm, please feel free to email us at  laurie@wfminvest.com or call us at (269) 372-3100 or toll free at (866) 604-1610. We look forward to hearing from you.




5725 VENTURE PARK DRIVE
KALAMAZOO, MI 49009
Tel: (269) 372-3100
Fax: (269) 372-3190
Email: matt@wfminvest.com

Website Disclosure

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA, SIPC.
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.
Purshe Kaplan Sterling Investments and Wolff Financial Management are not affiliated companies.
Registered to do business in Arizona, Arkansas, California , Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia and Washington.
Investments through PKS or RIA are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY