About Wolf Creek Capital
With over 22 years in the financial services industry, the advisors at Wolf Creek Capital provide financial advice to clients, small business owners and entrepreneurs. Wolf Creek Capital was formed based upon key financial planning principals. Loyalty and trust are at the core of who Wolf Creek Capital is and it is the foundation from which we grow a relationship… long term. This really is what sets the advisors at Wolf Creek Capital apart from other financial advisors. We are committed to securing your financial freedom.
Financial independence means different things to different people. At Wolf Creek Capital it means understanding what your goals and aspirations are and helping you achieve them.
With clients throughout the United States the advisors at Wolf Creek Capital can provide the service and expertise you are looking for no matter your location. Whether its retirement planning, asset allocation or risk management within your portfolio, providing financial advice is where the advisors at Wolf Creek Capital can help make your dreams a reality.
President, Financial Advisor
I have been assisting clients with their financial needs since 1999. My areas of expertise are financial, investment and retirement planning. At our...
Executive Assistant to Mark Weiss563.676.2342
Loren Surmeli is a seasoned Executive Assistant with over 9 years in the field with insurance and finance. She has extensive experience with all...
Our Business: Protection
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
From retirement savings to living abroad, here are some of our commonly asked questions.Read More
Investment Strategy: Where You Are Now vs. Where You're Headed
A gap analysis can help you see if you’re still on track to pursue your financial goals.Read More
It's Never Too Late to Save for Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.Read More