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Michael J. Wolfe, ChFC, CLU, MSFS

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Michael J. Wolfe, ChFC, CLU, MSFS

(719) 636-3934 ext 106

Colorado Springs, CO

Hello and welcome to my web site. My name is Michael Wolfe.
I have been providing financial strategies and superior service to clients since 1986. Because of my financial experience and solid conservative business judgment, I have developed lasting client relationships based on Integrity, Knowledge and Service.

I attended the U.S. Air Force Academy from 1977 through 1980 and then obtained my Bachelor's degree in Physics and Political Science from the University of Colorado. My career-related education includes achieving the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), as well as earning a Master's of Science in Financial Services degree (MSFS).

I am an active member and a Past President of the Colorado Springs Association of Insurance and Financial Advisors. In 2014, I retired as a Lt Col from the Air Force Reserves after 37 years of service including deployments to Iraq in 2003/2004 and Afghanistan in 2012/2013.

I am active in my community as an Eagle Scout Alumni, as a Past President of the Board of Directors for Catholic Charities of Colorado Springs, and as a Distinguished Past President of the Optimist Club. I coached the Corpus Christi School Track and Field Team for over ten years and serve as a church lector. My interests include numismatics, taekwondo, USA Track & Field and speaking other languages. As a member of USA Track & Field and a Master's competitor I have earned All American Honors in both the 400 Meter and 800 Meter runs. I reside in Colorado Springs with my wife, Lise, and we have four adult children.

Lastly, I firmly believe that my practice will continue to grow based on a strong belief in God and family. My successes will be a product of the services I provide my clients and the community. I will achieve this by keeping well educated, informed and competent. By being committed to integrity and excellence I understand business will continue to go where invited and remain where appreciated.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning


Asset management


Estate planning strategies

Estate planning

Risk Management


Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.