Broker Check
Jack R. Wolff

Jack R. Wolff specializes in retirement account planning with the focus on providing comprehensive financial and estate planning for clients 55 and older.

Jack's first priority is helping his clients make informed financial decisions to pursue their distinct personal goals. Jack works closely with his clients to develop, implement and manage personalized financial solutions. In 2008, Jack founded the Retirement Resource Center to conduct free workshops to help those 55 and older learn strategies designed to protect assets, increase income potential, reduce taxes and develop thorough estate plans.

Jack's career in the Financial Services profession began in 1968. His first 14 years were spent with IBM, working with the company's Finance Industry headquarters in Princeton, NJ. In 1983, Jack and his family moved to Sarasota where he began his current career as a Financial Planning Advisor.

Areas of Specialty:

  • Asset Protection
  • Tax Planning Strategies
  • Multi-Generational Wealth Management and Transfer
  • Estate and Trust Planning

Professional Associations:

  • Past President, Sarasota area Financial Planning Chapter

Qualifications:

  • Advanced Graduate, Gerontology, University of South Florida
  • Master's Degree in Systems and Information Science from Syracuse University

Bachelor of Science Degree with a Major in Mathematics from Stevens Institute of Technology.

Volunteer Activities: Jack is involved with both local and international non-profit organizations. He is most proud of establishing The Wolff Family Scholarship Program which provides qualified area graduating high school seniors a 4-year college scholarship.

Personal Information: A former marathon runner and current avid swimmer, most of Jack's personal time is dedicated to his family: his wife Marilyn, their two sons Marc and Dan and their grandchildren, Allie, Joshua, Zoe, Nina and Josie.