Wolfstich Capital, LLC

EST. AUM
$148,881,324

CONTACTS

CLIENT ACCOUNTS
253

Firm Details

Metro area Boston
CRD Number 146026
Website wolfstichcapital.com
Client types

Overview

Wolfstich Capital, LLC is an independent, fee-only registered investment adviser headquartered in Medfield, Massachusetts. Founded in 2007 by Theodore J. Wolfstich, CFP®, the firm operates under a strict fiduciary standard, providing holistic Financial Life Planning and discretionary wealth management services to individuals, high-net-worth families, and charitable organizations. Its investment philosophy is research-driven, emphasizing capital preservation through strategic asset allocation. The firm constructs globally diversified, low-cost portfolios—primarily using institutional-class ETFs and mutual funds such as Dimensional Fund Advisors—to support long-term retirement security while maintaining a disciplined, client-first approach.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wolfstich Capital, LLC

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