Rich Wolf
Rich Wolf is a financial planner and the Chief Client Officer at Tailored Wealth, where he brings over 20 years of financial industry experience to help clients work towards their most important life goals. A specialist in retirement income planning and fiduciary investment strategies, Rich holds two esteemed designations: the Retirement Income Certified Professional (RICP®), demonstrating his expertise in retirement planning, and the Accredited Investment Fiduciary (AIF®), reflecting his commitment to upholding the highest standards of ethical investment management.
In his role, Rich works closely with a diverse group of clients, leveraging a personalized discovery process to understand their unique needs and aspirations. He excels at simplifying complex financial concepts and utilizes advanced financial planning tools to deliver customized strategies, empowering clients to make informed decisions with confidence. Rich’s expertise spans retirement planning, tax optimization, estate planning, and investment management, ensuring a comprehensive approach to each client’s financial journey.
A graduate of Sacred Heart University with degrees in Business Administration and Finance, Rich holds his FINRA Series 7, 24, 63, and 66 licenses, as well as a Life Insurance License under LPL Financial. Dedicated to staying ahead of industry trends, he continually sharpens his skills to provide specialized and efficient strategies.
Beyond his professional achievements, Rich is deeply involved in his community. He serves as President and Regional Commissioner for Trumbull AYSO Region 186 and holds leadership roles with the Trumbull United Soccer Club, the Tashua Father’s Club, and the Timberwolves Travel.
Meet Our Team
Knowledgeable Professionals Dedicated to Your Success
At Tailored Wealth, we’re passionate about providing specialized service that simplifies the planning process. We put your best interests at the center of everything we do, and we work collaboratively to ensure you have everything you need to pursue the life you deserve. With each of our team members bringing unique skills to the table, we strive to provide thorough, thoughtful, timely advice.
Equipped for Your Success
Through our partnership with LPL Financial, we offer a best-of-both-worlds approach to planning. We are completely independent, so we’re not beholden to proprietary products or solutions, meaning our advice and recommendations are based solely on what’s best for you. At the same time, we get to leverage the robust resources and industry-leading technology from LPL, so you receive our personalized service and guidance backed by the support of a larger organization.
LPL Awards and Recognition
#1 Independent Broker/Dealer
in the United States1
#1 Market Share among 3rd- party providers of brokerage services to banks and credit unions2
Top RIA Custodian in
the United States3
1As reported by Financial Planning magazine, 1996-2023, based on total revenue.
22021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.
3LPL is ranked the #4 custodian based on Cerulli Associates’ 2022 U.S. RIA Marketplace Report.