George Wolfe
Serving you. Well.
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Serving Clients Nationwide
Serving you. Well.
Areas of Focus
- Business Owners
- Employee Benefits
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About George Wolfe
Hi, I'm George Wolfe. I strive to construct portfolios that minimize risk and provide rewarding returns using custom strategies for each client’s distinct situation. I personally manage the custom portfolios, taking care to ensure individual goals align with the investment risk. My investment style is characterized by using stocks that have been in long-standing patterns of outperformance for the core of the portfolio.With a commitment to being approachable and available for my clients, I prioritize honesty and trust. By focusing on the fundamental tenets of investing and avoiding reactionary decision-making, I help my clients sort through the noise that surrounds everyday life.
As a discretionary money manager holding Series 66, 7, 24 and an insurance license, I am prepared to assist my clients with every aspect of their financial picture. As a client, you can expect to hear from me at least quarterly so I can stay up to date with your evolving needs.
I am a Waco, Texas native – having earned my bachelor’s degree in history from Baylor University – where I still live today with my wife, Christy. We have two adult children, Haley and Lila, who have both joined me in my financial practice.
I served as an A-10 pilot for 15 years in the United States Air Force, flying three tours in Iraq and a two-year assignment in Korea. I am a member of Waco Goodfellas, a nonprofit organization that aims to improve the lives of families in need during the holiday season. I’m also a member of Renew Church and an avid golfer.
Primary Location
7503 Bosque Blvd Unit 103, Waco, TX 76712-3711
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Working with a trusted financial partner can provide a genuine sense of comfort. It all begins with a casual conversation. Let’s sit down together and talk about what’s important to you and your family. We’re here for you. Click the 'Book Intro Call' button above to schedule a free introductory conversation. We look forward to speaking with you.Offers Investment Management
Yes
About Wolfe Wealth Management
You are intimately familiar with your personal or organization’s financial objectives. At Wolfe Wealth Management, we are steadfastly dedicated to helping you design strategies to help you reach those objectives and more.Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. Our team, as your partner, offers customized strategies and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.
An experienced team, dedicated to your success
Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele. Our smallest and largest clients deserve our full attention, and we deliver that attentiveness with guidance that’s tailored to your unique challenges and objectives. We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.
As a focused and experienced group, we provide the resources and expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on mitigating risk and pursuing long-term success, fortified by thorough, objective investment research and selection.
We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you strive for every one of them.
Our Clients
While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits.
The point is, each client is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.
Education
Baylor University, Bachelor’s Degree, History
Hobbies and Interests
- Church
- Family
- Golf
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Women Professionals
- Young Families
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FAQs
FAQ Disclosures
OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Wolfe Wealth Management represent the individual’s role with Wolfe Wealth Management, and not their role with OneSeven. Services are provided under the name Wolfe Wealth Management, a DBA of OneSeven.