Established in July of 2006, Wolk Financial Management is a full-service financial management firm under the direction of Evan Wolk. Previously a Financial Advisor affiliated with Smith Barney, Evan believes that founding WFM better enabled him to provide his clients the highest possible level of service while taking into account time constraints, risk tolerance and investment goals.
Wolk Financial Managementís securities are offered through KMS Financial Services, Inc. KMS clears and custodies all of its securities transactions through Pershing, LLC, a wholly-owned subsidiary of the Bank of New York.
Products & Services
Wolk Financial Management offers a broad range of professional advisory services and products in all areas of the financial arena.
Our Mission, Objective and Goals
To provide customized and investment management and financial planning for you, helping you and your family reach your goals and achieve financial security.
To preserve and grow your assets while minimizing risk.
To build long-term relationships based on a) trust, b) exceptional service and c) sound investment strategies.
To exceed your expectations.
Selection of a financial advisor is an important decision, one that should not be taken lightly. This relationship is one which ideally is honest and long-term. Your financial advisor should understand your investment philosophy, risk tolerance, and financial background and should work to develop a plan to achieve your goals.