Insight-based advice

The Wolfe Wealth Management Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jeffrey Wolfe Profile Photo

    Jeffrey Wolfe

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • CA
    • CT
    • DE
    • FL
    • GA
    • MD
    • NC
    • NJ
    • NV
    • NY
    • PA
    • SC
    • TX

    Making a significant impact for clients

    During his 25 years in the financial services industry, Jeff has brought a family oriented and personalized approach to his high net worth clients. His top priority is growing and protecting the wealth they and their families have built. He designs customized investment strategies that reflect the values important to each of his clients. Following strategy implementation Jeff's team provides a high level of customer service. The results are strong, long-lasting relationships that make a significant impact on clients' lives. Jeff's clients include business owners as well as senior executives in the real estate, art and entertainment worlds.

    A distinctive background

    Jeff began his career practicing securities, real estate and corporate finance law at prestigious New York City law firms. Prior to his career at UBS, he was the branch manager of a regional wealth management firm specializing in municipal bonds, where he oversaw nearly 100 financial advisors. Following the sale of this firm, Jeff spent nearly 10 years honing his skills at a major investment firm. Jeff’s background as a securities and finance attorney, senior manager and financial advisor provide him with unique, wide-ranging expertise. Among the customized wealth planning solutions he is able to provide for the families he works with include actively managed municipal bond portfolios providing tax-advantaged income, securities based lending, mortgage financing and equity portfolio management.

    Education and professional achievements

    Jeff is FINRA-registered and holds his Series 7, 63 and 65 securities licenses as well as life and health insurance licenses. He holds a B.A. in Political Science from the University of Delaware (cum laude) and a J.D. from the University of California's Hastings College of The Law, where he was a member of the Hastings Law Journal.

      • University of Delaware, B.A. in Political Science- Cum Laude
      • University of California's Hastings College of The Law, J.D.
      • Portfolio Manager
      100 SE 2nd Street
      Suite 2500
      Miami, FL 33131

    Focus on liquidity management

    CIO House View monthly livestream


    UBS and Credit Suisse—stronger than ever

    Managing wealth is our craft

    We’re committed to understanding what wealth means for you.

    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

    Backed by the strength of UBS

    A global leader in wealth management

    $5+ trillion

    In invested assets globally 
    As of 11/07/2023

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager