WolfBridge Financial
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
4819 Emperor Blvd Ste 400, Durham, North...Phone Number
(919) 267-6740Website
www.wolfbridgewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About WolfBridge Financial
WolfBridge Wealth is a research-based financial planning firm located in the Research Triangle Park, specializing in financial planning and divorce financial planning. Led by Michael Kothakota, Ph.D., CFP®, the firm offers personalized, evidence-based strategies to help individuals and families navigate their financial goals and challenges. Their services include investment planning, tax planning, estate planning, retirement planning, and college planning, with a focus on individualized and solution-oriented approaches. WolfBridge Wealth is dedicated to enhancing clients' financial well-being through dynamic support and collaborative advocacy.Explore more
WolfBridge Financial Org Chart
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WolfBridge Wealth is a research-based financial planning firm located in the Research Triangle Park, specializing in financial planning and divorce financial planning. Led by Michael Kothakota, Ph.D., CFP®, the firm offers personalized, evidence-based strategies to help individuals and families navigate their financial goals and challenges. Their s... Read More
