Gary L Wulf

CIMA, CDFA, Vice President, Financial Advisor, Senior Portfolio Manager

Contact Me
Gary L Wulf

MY MISSION STATEMENT

Provide divorcing or divorced clients with the knowledge to help them make informed financial decisions.

My Story and Services

My Story and Services

Dissolving a marriage is chaotic and stressful. Managing through the emotional aspects of divorce is difficult. Adding the financial stress associated with the dissolution of a marriage can be overwhelming. You may have questions such as: Will I be able to maintain my lifestyle and will I be ok financially?

My practice is focused primarily on advising women who are going through or have finalized a divorce. I work with clients to help them become financially secure. Having your own Financial Advisor in your corner, along with your attorney, may play a critical role in your settlement outcome. I can help you to organize, plan and prepare for your financial future. I help with budgeting and managing your cash flow striving to help you to take the confusion out of your finances and empower you to be confident making financial decisions.

Whatever stage you are in your divorce, I can provide the financial guidance for your needs today and your plans for tomorrow.

Divorce Planning


Access to Private Banking >

Services Include

  • Divorce Financial Analysis
  • Financial Planning
  • Asset Management
  • 401(k) Rollovers
  • Cash Management
  • Certificates of Deposit
  • Professional Portfolio Management

Securities Agent: CA, FL, GA, IL, IN, KS, LA, MD, MI, MO, NY, OH, OR, SC, SD, TX; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1288110


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Divorce Planning

Money is a huge source of uncertainty and fear in many divorces. I can a let you know what your financial future might look like if you accept “Settlement A” or “Settlement B”.

I believe that prior to your divorce, you should seek out sound financial advice striving to ensure your settlement is fair and equitable. Afterwards, you’ll probably need help adjusting to your new circumstances and planning for your future.

The attorney’s job is to look at the entire situation and advocate for and explain your respective rights and obligations.

Your lifestyle will change after your divorce. A CDFA is a financial professional who has skills and experience that enables him or her to analyze the long-term financial impact of divorce.

Financial professionals who have met specific education and experience requirements have been designated CDFAs by the Institute for Divorce Financial Analysts (IDFA).

Through my experience and training, I have assisted many clients navigate the financial side of divorce.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field 

Divorce Don't Go It Alone

Weathering Divorce

How Can I Take Control of My Financial Life After My Divorce?


Location

Location

  • 24 Waterway Avenue
  • STE 600
  • The Woodlands, TX 77380


    Working With You

    Working With You

    Divorce is both complicated and challenging. I aim to help you reduce the stress of managing finances and create a peaceful environment with financial stability. My approach is consultative. Together we create the steps for your immediate needs and longer-term goals. At each point, I spend the time to help make certain you understand why I recommend a strategy and how I suggest it be implemented. 

    At our first meeting, we discuss your current situation and your goals. Taking a complete view of your assets, obligations and life style is imperative to developing a sound financial plan. I learn about your family, your values, your work and charitable endeavors, along with your assets and liabilities. I also address issues you may have overlooked. If you are in the midst of a divorce, I help you to understand the short and long-term financial impact of settlement options before you make a commitment.

    Drawing upon my 25 years of experience and the resources of Morgan Stanley, I use a disciplined, time-tested process to create your comprehensive individualized plan. Once you approve the plan and it is implemented, I monitor it regularly, keeping abreast of changes in the financial markets, investments, economic landscape and any changes in your priorities. We meet on a regular basis to track performance and review your cash flow, spending and saving, making adjustments as needed to help ensure your plan keeps pace with your objectives.

    Core Values

    The core values listed below are the foundation of my practice and my standards of conduct. I believe these core values are important to providing sound financial advice and develop a lasting relationship with you.

    • Empathy: Divorce is complex and emotional. To fully understand your needs and particular situation I believe it is important to listen intently and understand the challenges you face. 
    • Integrity: Your interests come first, always. 
    • Accountability: I take my commitments seriously and place the utmost importance in delivering the highest level of service to you.
    • Education: I believe it is imperative to attain and maintain high the highest level of industry knowledge in divorce financial planning, investments and strategies to best serve you.


    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Gary L Wulf today.

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