WWM Advisory Inc.

Jeffrey Wolman is a financial advisor at WWM Advisory Inc. with 14 years of industry experience and holds a Series 65 designation. He has been with Wolman Wealth Management since 1995, where he provides both business management and investment advisory services, primarily for clients in the entertainment industry. Approximately 20% of his time is devoted to investment advisory work, with the remainder focused on business management. WWM Advisory Inc. offers investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and pension or profit-sharing plans associated with its affiliated business-management practice. The firm emphasizes asset allocation and mutual fund/ETF analysis to create tailored portfolios, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.