Pat Wolfe

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 is a multi-winner (2017-2022) of the FIVE STAR Wealth Manager award*, as seen in Mpls.St.Paul Magazine and Twin Cities Business magazine. Pat and his wife Ruthie have lived in Orono for 25 years raising their three children.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.