About
At our firm, we have the client — and only the client — in mind.
At Blue Wolfe Financial, we understand that every individual's financial situation is unique. That's why we prioritize putting you first. We take the time to listen to your needs, understand your goals, and tailor our services to meet your specific requirements. Our team of experts is dedicated to helping you navigate the complexities of financial planning, ensuring that you have a solid foundation for a secure future.
Financial planning goes beyond just budgeting and saving. It encompasses: risk management, wealth management, asset distribution and estate planning. By proactively managing risks and planning for the future, you can safeguard your financial stability and help protect your loved ones.
Financial preparedness is not just about numbers and investments; it's about empowering you to take control of your financial future. We believe that by putting you first, we can help you make informed decisions, navigate through challenges, and ultimately achieve financial success.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
We are here to support you and ensure that your financial journey is a smooth and rewarding one.
Based in Charlotte, NC
Serving the Carolinas and beyond.
Our Associates
Blue Wolfe Financial
Managing Partner
Chad is an Investment Advisor Representative based in Charlotte, NC. He develops financial plans by learning about his clients’ goals and visions, with the understanding that everyone’s economic and life situation is unique... Read More
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Blue Wolfe Financial
Office Manager
Jessica is a mother, a teacher, an entrepreneur and a lover of music and nature. She was born in Syracuse, NY and moved to Sylvania, OH, a suburb of Toledo, when she was about 8 years old. Since then she has traveled the world... Read More
40+
YEARS OF EXPERIENCE
500+
FAMILIES COVERED
$50M+
ASSETS UNDER ADVISEMENT
Partner Offices
We value strong partnerships in our community.
Clark College Consulting
10130 Mallard Creek Road Suite 300
Charlotte , NC 28262
Phone: (704) 944-3543
The Helfing Law Firm
10955 Winds Crossing Drive,
Suite 100
Charlotte, North Carolina 28273
Phone: (704) 665-6336
Fax: (704) 665-6339
Steven T. Meier Law PLLC
307 East Boulevard
Charlotte , NC 28211
Phone: (704) 333-3456
Fax: (704) 376-9330
Westmoreland Wheelhouse
13420 Westmoreland Rd
Huntersville, NC
Phone: (704) 200-6091
*The above offices are not affiliated with Cambridge.
Our Alliance with Cambridge Investment Research, Inc.
Chad partners with Cambridge as his broker-dealer to facilitate investment transactions, offer marketing support, assist with practice management, and provide educational resources. We align with Cambridge due to our shared commitment to core values. Cambridge's role includes ensuring regulatory compliance and adherence to securities laws, allowing Chad to offer objective investment advice with compensation options such as fees and commissions. Cambridge values Chad's entrepreneurial spirit and empowers him to provide customized investment solutions to his clients.
Cambridge Investment Research, Inc. and its predecessor broker-dealer, with over 30 years of experience, upholds core values of integrity, commitment, flexibility, and kindness. They have consistently been recognized as a leader among independent broker-dealers, with accolades such as; 2023 Wealthmanagement.com Industry Awards (Wealthies) winner in three categories1, Honored with two ThinkAdvisor LUMINARIES Awards in the categories of Executive Leadership and Thought Leadership and Education2, Recipient of Top Workplace Iowa (13), Top Workplace USA (3), and Top Workplace Financial Services Industry (2) awards3, Named third in overall satisfaction among independent advisors by J.D. Power and Associates4, Ranking received in the 2023 InvestmentNews Independent Broker-Dealer rankings. Ranking based on total revenue5, and Ranking received in the 2023 InvestmentNews Independent Broker-Dealer rankings. Ranking based on revenue growth.6 Additionally, when you invest with Cambridge, your assets are protected by the Securities Investor Protection Act through the Securities Investor Protection Corporation (SIPC). SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
1.WealthManagement.com, Wealthies Awards, 2023. Finalists and winners are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://informaconnect.com/wealth management industry awards/2023 finalists and winners/
2. ThinkAdvisor LUMINARIES, Class of 2021. Winners are chosen based on nominations. To learn more about the award criteria, visit https://event.thinkadvisor.com/ luminariesawards/criteria. Amy Webber was a member of the judging panel at ThinkAdvisor but did not vote for any category in which our firm was nominated.
3. The Top Workplace in Iowa, 2011-2023; The Top Workplace USA, 2021-2023; The Financial Services Industry Top Workplace, 2022-2023, recognitions are determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national top workplaces methodology/
4. The U.S. Financial Advisor Satisfaction Study measures satisfaction among both employee advisors (those who are employed by an investment services firm) and independent advisors (those who are affiliated with a broker dealer but operate independently) based on six key factors (in alphabetical order): compensation; leadership and culture; operational support; products and marketing; professional development; and technology.
5. Based on total revenue. Ranking received in the 2023 InvestmentNews Independent Broker Dealer industry survey rankings.
6. Based on revenue growth. Ranking received in the 2023 InvestmentNews Independent Broker Dealer industry survey rankings.
Cambridge Investment Research - Advisory Client Relationship Summary and Supplement (Form CRS) and Form ADV 2A
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.
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