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Pat Wolfe

Senior Vice President, Financial Advisor, J.D.
Series 7, 63 & 65 Securities Registrations*, Insurance License

Pat brings 25 years of experience in the securities industry to his clients on a daily basis. Before coming to Wealth Enhancement Group, he worked as the chief executive officer of a mutual fund company, and he owned and operated a Registered Investment Advisory firm. Pat provides customized financial planning services for his clients combined with a values-driven and consistent approach to money management. He has gained recognition as a FIVE STAR Wealth Manager. As an avid cyclist, he can be found riding over 300 miles to his cabin in Ely every August. Pat and his wife, Ruthie, have lived in Orono for 25 years raising their three children.

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*Registrations are held with LPL financial. Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with LPL Financial.

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