Team Nick Wolf, CFP®

Nick Wolf, CFP®

Executive Director, Financial Advisor

Nick Wolf is an Executive Director – Financial Advisor at Manhattan West where he provides comprehensive financial planning services to families and individuals, including business owners, executives, professionals, and retirees, to guide them through complex wealth management processes. By leveraging the firm's resources, Nick helps clients define their goals and develop strategies and solutions for their unique situations. As a CFP® (CERTIFIED FINANCIAL PLANNER™), Nick guides clients through financial planning topics such as retirement, tax, estate, charitable, insurance, budgeting, lending, cash, and investment management. Nick firmly believes in advising clients with honesty, integrity, and transparency.

Before joining Manhattan West, Nick was a Private Banker for Key Private Bank in Seattle, WA. In addition, he has worked for other top financial firms, including Morgan Stanley, Citi Private Bank, and J.P. Morgan, throughout Northern and Southern California.

A graduate of the University of Wisconsin-Milwaukee, Nick earned a Bachelor’s degree in Finance. He enjoys spending time outdoors and traveling with his fiancée Laura and their dog Sir Howard.

How to Approach Alternative Investments

Manhattan West Announces Successful Close of its Inaugural Private Equity Fund

Nick Wolf, CFP®

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