Erik's great grandfather traded on the New York Stock Exchange and his grandfather was a stockbroker. The interest in money and investments has always been there but Erik spent a few years in high tech after graduating from UCSB with a degree in Business Economics.
The time in high tech provided a valuable knowledge base but the passion for finance couldn't be denied so he went back to school in 1999 to study finance and investments at Arizona State University (4.0 GPA) where he won a spot on the investments practicum (IP) team.
The time in high tech provided a valuable knowledge base but the passion for finance couldn't be denied so he went back to school in 1999 to study finance and investments at Arizona State University (4.0 GPA) where he won a spot on the investments practicum (IP) team.
Services
We charge $250 (simple retirement calculation) to $2,500 (multiple properties, potential inheritance, different retirement ages, etc.), for a typical financial planning engagement. Our money management fees are generally lower than what can be had with comparable (independent fee only) providers and are often significantly lower than all in fees at a large institution.
The financial planning process yields clarity and direction; it gives our clients control and ownership of their financial life. We make the process as easy as possible, combining our years of experience with the latest technology. Every client is different so it starts with a conversation about what you have, where you are and where you want to be.
Everyone is different, us included. Rather than pre-packaged, generic investment programs we offer completely customized investment solutions based on your individual circumstances. The foundation of our stock market exposure is generally based on Nobel Prize winning research that works. We try to minimize costs while positioning you for superior performance.
We partner with other solutions oriented professionals (accounting, tax, insurance, law) to help you build a team that will allow you to execute on your business. We evaluate how your business is structured from a legal standpoint. We streamline your financial recordkeeping, accounting, and tax functions with the goal of simplifying your life so that you can concentrate on what you're best at; your business.
You may have sacrificed retirement savings over the years in order invest in the growth of your business. Your investment choices may be proprietary and have historically under-performed simple index funds. You may also be paying fees in your plan that are not clearly disclosed. We may be able to set you up with a plan that allows you to save much more, and pay much less in tax, you might be able to retire much sooner than you ever imagined.
Reviews (1)
Janet Thomson
Nov 12, 2018
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Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time that's needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!
