Heritage Financial Consultants, LLC has announced that Chuck Wolfe has joined the organization as a financial planning professional, working out of the Naples, FL office.
Chuck has more than 17 years of experience and knowledge in financial planning, following a 26-year career in the United States Air Force, where he achieved the distinguished rank of Colonel. With his extensive background and expertise in financial planning, Chuck brings a wealth of knowledge and dedication to his clients. Chuck’s expertise extends beyond initial planning, as he understands the importance of adapting to changes in one’s financial and personal circumstances.
Recognizing the crucial role that behavior plays in achieving financial well-being, Chuck enjoys working closely with his clients to develop personalized financial plans that align with their core values, addresses their priorities, and supports their unique goals.
Working with Heritage, Chuck will be focused on assisting families on how to maximize their wealth for both a lifetime and their personal legacy. With his military background, Chuck has extensive knowledge of working with military members and civilians. Joining Heritage, Chuck will be able to make tailored recommendations built around specific financial products and services that Heritage offers to empower his clients to make informed decisions.
“I am very excited to be joining Heritage Financial Consultants where I can provide my clients with top-of-the-line planning solutions from the deep resources that the firm has to offer,” Wolfe said. “In addition, the team environment allows me to focus on client needs and encourage their growth.”
In addition to his professional accomplishments, Chuck is an active member of his local church. In his spare time, he enjoys kayaking around South Florida and spending relaxing time with his wife and two children. Chuck received his bachelor’s degree from the United States Air Force Academy, his Master of Business Administration degree from the University of West Florida, and a Master of Strategic Studies degree from the Air War College.
Led by founder Brian Gracie, Heritage Financial Consultants aims to positively impact the lives of their clients and their families through education and innovative financial solutions. Well into its second decade, Heritage Financial Consultants holds more than $6.8 billion in client-invested assets across (as of December 31, 2022) 12 offices in Maryland, Virginia, Delaware, Florida, Pennsylvania, and New Jersey.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md., with offices in Wilmington, Del., Preston, Md., Vienna, Va., Greensburg, Pa., and four locations in Florida (Miami, Boca Raton, Naples, and Sarasota) and Collingswood, NJ (just outside of Philadelphia, Pa.). Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors, a broker/dealer (Member SIPC), and a registered investment advisor. Heritage Financial Consultants helps individuals, families, and businesses gain a sense of security through comprehensive financial services, including wealth management, retirement and estate planning strategies, business ownership and succession, insurance and risk management, and employee benefit services. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. For more information, please visit www.heritageconsultants.com.
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