By placing wealth management planning at the forefront of his approach, Chris DeWolfe empowers his clients to navigate the complexities of the financial landscape with confidence and clarity.

DeWolfe holds a BA in Finance from the Seidman College of Business at Grand Valley State University and an Associate of Arts from Northwestern Michigan College. Chris also holds a comprehensive set of professional registrations, including Series 7, 24, and 66.

Listen to this informative Legacy Leaders episode with Chris DeWolfe about early financial planning.

Here is what to expect on this week’s show:

● Chris stressed the importance of inclusivity and diversification in serving clients of all backgrounds without imposing minimum investment requirements. This approach ensures that investment advice is accessible to a wide range of individuals seeking financial guidance.

● Emphasizing the need for a balanced investment strategy, Chris cautioned against overconcentration in single securities. Diversifying investments helps mitigate risks associated with heavy investments in popular companies and ensures a more stable portfolio.

● Both James and Chris underscored the significance of early financial planning and the benefits of compounding money for long-term financial stability. Encouraging clients to start planning early can lead to better financial outcomes in the future.

Connect with Chris DeWolfe:

LinkedIn: https://www.linkedin.com/in/christopher-dewolfe-0b075515/

Website: https://www.theicg.com

With your Guest Host: James Moore

James L. Moore, JD, Counselor at Law, principle and founder of

The Law Offices of James L. Moore, PC is known as the

“expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environmentwhich allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

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