Five Star award winner Tom Wolf CFP®

PROFESSIONAL PROFILE

Contact Me

Tom Wolf CFP^®

Director - Investments

Financial Advisor

Oppenheimer & Co. Inc.

3200 Cherry Creek S Dr Ste 310

Denver, CO 80209

Office: 303-698-5338

thomas.wolf@opco.com
www.oppenheimer.com/iwgroup

About Me

In 2006, Tom Wolf began working in the financial services industry in San Francisco. He moved back to his native Colorado in 2011 to grow his wealth management practice and raise his family. Tom focuses on customized proactive investment strategies designed to help wealthy families and business owners reduce their tax liabilities, grow their money more effectively and increase the income within their portfolio. He holds the CERTIFIED FINANCIAL PLANNER™ awarded by the Certified Financial Planner Board of Standards, Inc.
Tom’s initial step is to truly listen to his client in order to build a trusting relationship enabling the client to establish “a goals oriented process”. Second, based on his experience he does an in-depth analysis to develop a customized proactive investment strategy, keeping in mind the client’s growth, income, risk, goals and expectations. Once Tom and the client agree on the correct path, he implements the strategy and follows up with the client on a monthly basis, to be proactive and effectively manage risk.
Proactive planning is the key to being financially successful; therefore, building financial plans for his clients is a top priority because
It is not “what” you invest in but “how” you invest.
He enjoys doing many outdoor activities with his wife, Karen, his son, Tommy and his two daughters, Reagan and Finley, which include skiing, hiking and boating.
I am licensed in the following States: CO, MN, AZ. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only.Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

See Accomplishments

This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 06/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2858 Denver-area wealth managers were considered for the award; 217 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 2,435, 224, 9%, 10/1/24, 12/12/23 - 7/9/24; 2023: 2,580, 247, 10%, 10/1/23, 12/12/22 - 6/30/23; 2022: 2132, 235, 11%, 10/1/22, 1/17/22 - 7/15/22; 2021: 2158, 206, 10%, 10/1/21, 1/4/21 - 7/30/21; 2020: 2172, 213, 10%, 10/1/20, 1/20/20 - 8/14/20; 2019: 2146, 262, 12%, 10/1/19, 1/21/19 - 8/23/19; 2018: 2255, 267, 12%, 10/1/18, 1/18/18 - 8/21/18; 2017: 1716, 287, 17%, 10/1/17, 1/18/17 - 8/9/17; 2016: 1552, 515, 33%, 9/1/16, 2/23/16 - 8/26/16; 2015: 3008, 517, 17%, 10/1/15, 2/19/15 - 8/17/15; 2014: 4385, 528, 12%, 10/1/14, 2/19/13 - 8/17/13; 2013: 2083, 607, 29%, 10/1/13, 2/19/12 - 8/17/12; 2012: 1965, 611, 31%, 10/1/12, 2/19/11 - 8/17/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.