Direwolf Wealth Management, LLC

Jose Chacon Soto is a financial advisor at Direwolf Wealth Management, LLC, holding a Series 65 designation with seven years of industry experience. His work history includes roles at Governing Dynamics, LLC, IPG Investment Advisors, LLC, and prior experience as a self-employed advisor. Direwolf Wealth Management provides primarily discretionary portfolio management to high-net-worth individuals, typically serving clients by referral or invitation. The firm employs a combination of top-down market analysis, fundamental security evaluation, and selective technical analysis, with an emphasis on diversification and risk management, and offers both portfolio management and hourly consulting services.

Juan Puig is a financial advisor at Direwolf Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Direwolf Wealth Management since 2013. Outside of his advisory role, he publishes an online blog called TheFractalStack, providing general financial market and economic commentary. Direwolf Wealth Management offers primarily discretionary portfolio management to high-net-worth individuals, combining top-down market analysis, fundamental security evaluation, and selective technical analysis. The firm serves clients by referral or invitation and employs strategies including fixed income, equities, options, and hourly consulting services.

Eduardo Giralt is a financial advisor at Direwolf Wealth Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Forte Securities LLC and Alveo Wealth Management, LLC prior to his current role. Outside of Direwolf, Mr. Giralt provides advisory services to clients of Grupo Bursátil Mexicano in Mexico in an independent capacity. Direwolf Wealth Management primarily serves high-net-worth individuals, offering discretionary portfolio management and hourly consulting. The firm employs a combined top-down market analysis, fundamental security evaluation, and selective technical analysis approach, emphasizing diversification and risk management.