Our Firm
Wolfstich Capital Management, LLC was created with the idea that the traditional financial services firm model could be improved upon. Our philosophy is to be our clients trusted advisor by not only delivering high levels of service and access to proven investment strategies but to also act as a first call for any of our clients financial needs. Our goal is to service individuals and their families with the utmost integrity and client centric approach. Our clients go through a detailed questionnaire and consultative process that helps us determine which approach makes sense.
Our Principal
Our principal and founder Ted Wolfstich has been actively involved in the financial services field since 1996 assisting high-net worth individuals with their investment strategies. He has spent his career closely working with clients by understanding their financial status, diagnosing their needs and skillfully determining the appropriate financial roadmap for their future.
Before founding Wolfstich Capital Management, Mr. Wolfstich worked for ten years at Charles Schwab & Co., most recently as a vice president and financial consultant in their Burlington, Massachusetts office. While at Charles Schwab, Mr. Wolfstich assisted a client base with a net worth of more than $300 million. His client relationships included assessing investment needs, facilitating communication with appropriate money managers and helping clients to execute on financial plans.
At Wolfstich Capital Management, Mr. Wolfstich works with a broad-based clientele delivering comprehensive financial planning and investment management strategies. Mr. Wolfstich acts as a centerpiece to a clients’ financial life, coordinating all elements of investment, retirement, tax, estate and insurance planning. He has been quoted in the Boston Globe newspaper and on WBZ radio.
Mr. Wolfstich holds a Bachelor of Science from the State University of New York and is a Certified Financial Planner TM, Chartered Financial Consultant, Chartered Life Underwriter and Chartered Retirement Planning Counselor. He lives in Medfield with his wife Christina and their daughter Charlotte.
