Robert Wolfe
Point Break Properties, Realtor - Mt. Pleasant

Rob is a Certified Financial Planner® (CFP®) and started in the wealth

management industry immediately after obtaining his undergraduate

degree in finance in 1992. He specializes in the design and implementation

of customized and sophisticated wealth management strategies for his

affluent clients – the majority of which are successful investment real estate

owners/developers, entrepreneurs, business owners, physicians, senior

corporate executives, professional athletes, and professional coaches.

Prior to joining Apollon Wealth Management as a Managing Director, he

was the Head of Office / Vice President of a regional office for Goldman

Sachs Personal Financial Management, the Managing Director for a

regional office for United Capital Financial Advisers, and an adjunct

professor at Florida Atlantic University where he taught the CERTIFIED

FINANCIAL PLANNER® Professional Education curriculum.

Through the years, Rob has had the opportunity to help his clients achieve

their goals through the implementation of a multitude of wealth planning

techniques including several investment real estate focused strategies:

1031 exchanges, Delaware Statutory Trusts (DSTs) and Qualified

Opportunity Zones (QOZs).

Respected for his knowledge of current wealth management issues, Rob

has been quoted by The Wall Street Journal and Dow Jones Newswire,

has contributed articles on wealth management topics to local, regional,

and national publications, was a guest on CNBC’s “Make Your Money

Work” segment of their “Power Lunch” program, and was a featured SME

speaker at multiple conferences and symposiums. He was named to

Medical Economics’ exclusive list of “The 150 Best Financial Advisors for

Doctors” and in 2000 received the prestigious “Ticker Ace Advisor of the

Year Award for Best Educator” presented annually by the industry

renowned Ticker Magazine to one advisor throughout the entire country

demonstrating superior proficiency and skill in client education.

Rob and his wife have owned property and spent considerable time in

South Carolina for over 15 years. They are now residents of Daniel Island.

We use cookies to enhance your browsing experience and deliver our services. By continuing to visit this site, you agree to our use of cookies. More info