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Secure Your Organization’s Financial Future

Wolf’s Investment Management team provides industry-focused expertise to instill confidence in investors, regulators, and business owners. 

We offer a comprehensive suite of assurance, regulatory compliance, and tax services to ensure we provide relevant insights and client-oriented solutions to: 

  • Registered investment advisers
  • Exempt reporting advisers
  • Family offices
  • Trust companies
  • Banks, financial institutions, and more!

 

Contact us today to learn how Wolf’s experts can assist you! 

Investment Management Services

ASSET MANAGEMENT

Whether you are an emerging manager or an established firm, we offer a comprehensive suite of asset management services, enabling us to provide you with relevant insights and practical solutions critical for your operations.

BROKERS-DEALERS

As a PCAOB registered firm, our experienced professionals will help you successfully comply with complex reporting requirements, stay ahead of regulatory mandates, navigate securities laws, and more.

FUNDS

From venture capital funds to hedge funds, we will help you manage the increasing demands of investors and regulators through our dedicated team of auditors, tax advisors, and consultants.

Expertise

We are committed to providing quality services, along with our registration with and inspection by the Public Company Accounting Oversight Board (PCAOB) to guide your business on a path to success.

Financial Statement Audits

We use current technologies to streamline our processes, allowing us to focus on performing high-quality audits to help your business meet regulatory requirements and increase stakeholder, lender, and investor confidence.

Anti-Money Laundering/Bank Secrecy Act (AML/BSA)

Our specialized expertise in consumer protection compliance ensures organizations of all sizes can proactively manage risks, improve their overall compliance posture, and make informed business decisions.

Income Tax Compliance and K-1 Preparation

We stay ahead of developing tax rules and regulations to provide our clients with comprehensive tax strategies throughout the year to ensure the process runs smoothly.

Internal Audit

We provide the expertise needed to address the multitude of risks your company faces. Our experienced specialists will efficiently assess and test the financial, operational, information technology, and compliance risks present in your organization.

Regulatory Compliance

Through our extensive knowledge of federal and state prerequisites to meet compliance requirements, we help you make informed business decisions, proactively manage risk, and improve your overall compliance posture.

SOC Reports

Our financial, operational, information security, and technology experts analyze your business from the ground up to ensure you provide the most suitable report for your customer’s needs. 

What Our Clients Say

“We never would have accomplished the progress we made in our tight timeline if we didn’t have the consulting guidance from the Wolf team.”

-Mary McLarry
Senior Vice President and Corporate Services Administrator, Southside Bank

"Top 100 Firms"

"America's Best Tax & Accounting Firms"

"Top 100 Firms"

"Best Places to Work"

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