Robin Wolff & Associates
At Robin Wolff & Associates, we believe in thinking differently. Our mission is to provide our clients with the best life, health, and wealth possible. We empower our clients to achieve their life goals by providing the tools and education necessary to lead successful financial lives.
Our Philosophy
We value genuine relationships with our clients because we care, and it is our passion.
Our vision is to become the single point of reference on all aspects of financial planning including insurance, investing, and wealth management. As your financial life planners, we want to help you build a financial future with a solid foundation. We have the ability to remain objective to your long-term goals because we are not a transaction based firm. We form genuine relationships with our clients so we can be at the heart of what motivates you to create a secure financial life. We do this because we care, it is our passion.
What kind of life do you want going forward? No matter how old or young you are today, everyone wants to have the life of their dreams. Of course, what that looks like is different for each of us. While having enough money is undoubtedly a key part of the equation, it’s not the whole story. Success is about making the financial and life choices that enable you to create the best life, health, and wealth possible to empower yourself financially.
Experience the importance of balancing life, health, and wealth to achieve financialempowerment:
Life – Living Your finest life possible. Click here to read more
Health – We help you become financially fit. Click here to read more
Wealth – Why do you want financial wealth in your life? Click here to read more
Empower – When achieving Life, Health and Wealth – Empowerment can be yours! Click here to read more
About Our Team
Robin F. Wolff, CLTC®, LUTCH
Financial Advisor and CEO
With over 35 years of experience in the financial services industry. She has a considerable wealth of knowledge, experience, and determination that she brings to her practice and clients. These skills enable her to create unique and customized plans built around each client’s life situation.
Her desire to empower individuals to take control of their financial decisions and future without fear while they build wealth and security. Robin is passionate about assisting her clients and puts her heart and soul into developing financial plans designed to help them live the life they desire. Robin’s dedication is portrayed through her daily interactions with clients and educational financial workshops she presents in her community.
She currently holds FINRA Series 6, 7, 63, and 65 licenses in addition to numerous insurance licenses. As a long-time resident of Florida, Robin enjoys traveling to her second home in Tennessee to visit family, reading, gardening, horseback riding, and playing golf.
She is an active member of the Financial Planning Association (FPA), Organization of Women in International Trade (OWIT), and the National Association of Women Business Owners (NAWBO). Robin has earned the Corporation for Long-Term Care Certification (CLTC) and the Life Underwriter Training Council Fellow (LUTCF) designation.
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Kathy Gregory
Director of Operations and Compliance
As the Director of Operations and Compliance at Robin Wolff & Associates, Kathy works diligently to ensure exceptional client care and service is achieved, and stays informed on regulatory information to help keep the firm compliant. She is a key go-to person within the firm, and takes pride in facilitating the daily operations of the office. Kathy strives to understand clients’ needs and exceed their expectations, while working attentively to simplify, organize, and align daily activities, while offering full back office support.
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Kathy holds a Bachelor of Science degree from George Mason University. After graduation, Kathy and her mother started an interior design company in Virginia, which they managed for 20 years. She entered the financial industry, and now offers over 15 years of experience, currently holding her 220 and 215 insurance licenses.
Finding Financial Balance & Peace
Robin Wolff & Associates is an independent, full service financial firm founded by Robin Wolff, CLTC, LUTCF in 1986. We have grown into a strong and well-respected firm with a complete support staff offering over 42 years of combined experience in the financial services industry. Specializing in working with women in transition, we are a relationship-based firm that collaborates with our clients by focusing on identifying their personal goals and values. Our goal is to become the single point of reference for all aspects of our clients’ financial lives by developing relationships that extend far beyond finances. We work diligently to provide comprehensive support that transforms your goals to become a reality.
In February 2012, we aligned with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. Our affiliation with Cambridge enables us to provide objective advice, customized client service, superior technology, and an open architecture platform. We value independence and are truly objective in the advice and products we offer our clients. Together, we offer the objectivity of working with an independent financial firm combined with the ability to access the world’s markets and a wealth of investment resources.
We are dedicated to protecting what matters most while putting your interests first.
We are committed to our core values:
* Individuality •
* Accountability •
* Knowledge •
* Guidance •
Services and Products
Careful Planning Today can Help Build Your Legacy for Tomorrow.
At Robin Wolff & Associates, we are truly dedicated to our clients’ financial well-being and believe that life is enriched by the valued relationships we build with the people that we trust the most. Our team approach is the key to our success.
We listen closely to your personal goals, what matters most to you, and believe no detail should be disregarded. We carefully evaluate each financial situation and work closely with your attorney, accountant, and other skilled professionals to facilitate an appropriate plan designed to meet your specific needs, help you stay on track, and optimize long-term results. We provide elite, hands-on financial guidance to help clarify, pursue, and achieve your goals.
We offer a variety of services and deliver solutions that make the most sense for you today, tomorrow, and in the future. We keep you informed of your financial progress by monitoring your portfolio, providing enhanced updates, and revising your plan as needed.
* Financial Planning *
* Insurance Planning * Portfolio Management *
* Retirement Planning * Tax Considerations *
IT IS TIME TO LET AN EXCEPTIONAL AND TRUSTWORTHY TEAM TO START PLANNING THE LIFE YOU DESIRE AND DESERVE.
We welcome you to experience our integrity, strong dedication, and true understanding of your clients’ lives and needs. These standards of excellence will help ensure your value in working with us to clarify, pursue, and achieve your goals.
Your journey begins with a complimentary, personal consultation that helps us develop an appreciation of your unique circumstances and investment needs. We continue to develop our relationship as we organize and plan for your financial future. We value your trust, respect your privacy, and ensure all aspects of communication with us remain confidential.
Address
7950 NW 53rd Street – Suite 337 – Miami, FL 33166
5545 Newport Highway – Greeneville, TN 37743
Contact
Email Us
(305) 274-3440
Life, Health, Wealth, Empower™
7950 NW 53rd Street - Suite 337 - Miami, Florida 33166 || 5545 Newport Highway- Greeneville, Tennesse 37743 || P: 305-274-3440 -- E: [email protected]
This communication is strictly intended for individuals residing in the states of FL, OH, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Robin Wolff & Associates makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.