Managing Partner | Senior Financial Advisor
Chris DeWolfe is a seasoned financial professional with over 25 years of experience in the financial services industry. As a Managing Partner and Co-Founder of the Investment Consulting Group (1999), Chris has established himself as a leading figure in investment consulting and portfolio management. Throughout his career, he has consistently demonstrated a commitment to excellence and a deep understanding of wealth management strategies.
Early in his career at Dean Witter and Morgan Stanley, Chris DeWolfe achieved notable accomplishments and garnered recognition for his contributions to the financial industry.
Chris DeWolfe's tenure at Wells Fargo Advisors was marked by a series of significant accolades and distinctions, highlighting his exceptional contributions and commitment to excellence in the financial industry. Chris earned the prestigious Premier Advisor distinction from 2008-2022. This recognition is granted to a select group of Financial Advisors within Wells Fargo Advisors Financial Network who demonstrate outstanding professionalism, completion of rigorous risk and compliance training, and notable business production.
Wealth management planning stands as the cornerstone of Chris DeWolfe's comprehensive financial approach. Chris understands that a well-structured plan is essential for achieving long-term financial success. At the heart of his process is an innovative tool known as e-money, which serves as a powerful centerpiece for his client-focused strategies. This cutting-edge technology enables Chris to provide a holistic view of his clients' financial affairs, seamlessly integrating various elements such as:
- Goal Setting and Planning
- Scenario Analysis
- Tax Efficiency
- Cash Flow Management
- Risk Assessment
- Estate & Legacy Planning
- Collaboration & Communication
- Security & Data Privacy
By placing wealth management planning at the forefront of his approach, Chris DeWolfe empowers his clients to navigate the complexities of the financial landscape with confidence and clarity.
DeWolfe holds a BA in Finance from the Seidman College of Business at Grand Valley State University and an Associate of Arts from Northwestern Michigan College. Chris also holds a comprehensive set of professional registrations, including Series 7, 24, and 66.
Outside of his professional accomplishments, Chris derives great joy from his role as a devoted family man. He and his family reside in Birmingham, MI, where they form a tight-knit unit. Sharing this home are his wife Stacey, their two beloved children Ethan and Ellie, and their canine companions, Fisher and Evie. Stacey takes an active interest in nurturing their children's education and shares a passion for interior design and the world of real estate. Ellie is enthusiastic about softball, acting, dance, and volleyball while Ethan's love for athletics (baseball, hockey) and statistics, brings a dynamic energy to their household. Together the family enjoys baseball & softball fields, the water, up north (“God’s country” as Chris late Grandma Ledo would say), skiing, MLB ballparks, trips to Grand Rapids (family), and family and friend get-togethers.
Chris extends his commitment to making a difference beyond his professional endeavors. He wholeheartedly supports charitable initiatives such as the Make-A-Wish foundation, Toys for Tots, and the National Multiple Sclerosis Society. What sets Chris apart is his commitment to his clients' values – he goes beyond financial guidance by supporting the charitable causes that matter to them.
Chris DeWolfe's journey is one marked by expertise, integrity, and a genuine commitment to helping others achieve their financial goals and aspirations.
CA Insurance License Number: 0G67644 Resident State MI