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I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Associations
- Investment Management Consulting Association
- Association for Corporate Growth
- Greater Houston Partnership
- Northwest Houston Collaborative Family Law Professionals
Services
- Asset Management
- Business Planning
- Business Succession Planning
- Corporate Retirement Plans
- Defined Contribution Plans
- Estate Planning
- Exchange Traded Funds
- Executive Financial Services
- Family Consulting
- Financial Planning
- Fixed Income
- Insurance Services
- Investment Policy Statements
- Mergers and Acquisitions
- Municipal Bonds
- Precious Metals
- Professional Portfolio Management
- Qualified Plans
- Retirement Planning
- Structured Products
- Wealth Management
Education and Licensing
- University of Texas at Arlington, BA Communication, Major Advertising
- SERIES 7, 63, 31
- GROUP I HEALTH & LIFE INSURANCE
Business Experience
- 1993
- 2001: Fidelity Investments, Dallas TX, Houston, TX
Planning and investments for individuals and small business owners. Retirement Coordinator. Presidential Award winner. - 2001
- 2003: Ernst & Young
Southwest Regional Director for Ernst & Young's Investment Advisory Service. E&Y National Investment Committee. Wealthy Family & Family Office Services. Foundations. Public Institutional money management. - 2003
- 2008: Merrill Lynch
Vice President and Investment Advisor to High Net Worth Investors & Small Business owners. - 2008-
- Present: Morgan Stanley Smith Barney
Vice President and Investment Advisor to High Net Worth Investors & Mid-Market Business owners.
Bulletin Board
Whenever the market is up or down 150 points, the 150 Point Letter posted in Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
Gary L. Wulf is licensed in the following state(s):
AR, CA, CO, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, NC, NE, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VT, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
