Wolfson Private Wealth is an independent, Florida-registered investment advisory firm founded in 2021 and based in Fort Lauderdale. It serves a select group of families across Florida, including business owners, senior executives, professionals, and multigenerational households seeking personalized guidance and continuity. The firm operates on a fee-only fiduciary basis: it receives advisory fees from clients, does not sell proprietary investment products, and earns no commissions through the advisory firm. Its founder, Zachary Wolfson, provides clients with direct access and oversees each relationship.

The firm combines investment management and financial planning. Investment services include custom portfolio construction, tax-aware diversification, asset location, tax-loss harvesting, concentrated-position strategies, rebalancing, and ongoing account monitoring. Financial planning addresses retirement and cash flow, tax strategies, estate and legacy coordination, insurance and risk reviews, business succession, and philanthropy. Engagements begin with an introductory conversation and discovery, followed by a written plan and portfolio design, then ongoing implementation and stewardship.