Pursue Financial
Freedom
We are in the business of helping you scale financial new heights.
Expertise You Can Trust
What is required to create your perfect retirement? It takes uniquely customized, thorough strategies and precise implementation that have established Blue Wolfe Financial as an industry leader.
Our sole focus is on YOU.
We will collaborate with you to deliver tailored assistance throughout the entire process.
We are firm believers that financial readiness encompasses more than just a safety cushion - it also means having a structured plan in place to reach your aspirations and desires.
Our Specialization
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Financial Planning
ButtonPlanning is the bedrock of all good beginnings. We tailor your plan based on your specific goals and current financial situation. We update the plan regularly as your life evolves to meet your needs and your wants.
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Risk Management
ButtonWe provide risk management services to help mitigate the disruption of cash flow and provide liquidity in the event one becomes disabled, lives too long, or worse — dies too soon.
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Estate Planning
ButtonWe work with Charlotte’s leading attorneys to tailor wealth transfer strategies which are designed to help reduce taxes and streamline the transfer process while providing the client confidence in their estate.
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Asset Distribution
ButtonWe prepare strategies for our clients to distribute their assets in a tax efficient way, generating the income necessary to meet their needs and wants.
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Our Clients Are Our Priorities
At Blue Wolfe Financial, our clients are our focus. We know you work hard, and we want your investments to work hard for you.
Life is a Journey
Let us help you plan & prepare.
Join the Blue Wolfe family.
Office: (980) 859-0022
Fax: (980) 237-6445
121 Greenwich Road
Suite 107
Charlotte, NC 28211
FINRA's BrokerCheck
Download our FREE mobile app to easily stay connected, access your accounts and much more. Text "bluewolfe" to 36260 or Scan the QR code. Call our office if you have any problems or questions.
Ensure the credibility of your financial professional by referring to FINRA's BrokerCheck for a thorough background check.
Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
This content is compiled from reliable sources, but it is important to note that it does not serve as tax or legal advice.
For personalized information pertaining to your unique circumstances, we recommend consulting legal or tax professionals.
Please find a copy of our Client Relationship Summary and Supplement and Form ADV 2A
here.