Gary L Wulf

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

Contact Me
Gary L Wulf

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story and Services

At various times in life, we find ourselves going through changes that sometimes we wish we could have prepared for a little better. Some of these we have time to plan for, such as college, weddings, and retirement. Others can catch us off guard, such as the loss of a loved one, unexpected job changes, or the dissolution of a marriage.

My practice focuses on working with you to help you plan for what you can, and navigate through the rough spots, even if that means helping you to redefine your goals as your needs change.
I will help you focus on the future, organize, plan, and adapt to an ever changing landscape.

Securities Agent: CA, FL, GA, IL, IN, 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.

Services

  • Financial Planning
  • Lending Products
  • Asset Management

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


    Experience

    Experience

    I have worked with individuals to grow and protect their net worth over the past 24 years by focusing on both sides of their balance sheet. Taking a holistic approach, I work closely with my clients and their other advisors to coordinate your overall financial plan. I have completed Advanced Interdisciplinary Collaborative Training though the Collaborative Law Institute of Texas to support my work with family law attorneys in the area of pre and post-divorce planning, and hold the designation of Certified Divorce Financial Planner, CDFA.

    I am also a Certified Investment Management Analyst.

    With a degree in Communication, Advertising and Marketing from the University of Texas at Arlington, Gary began his career as a financial advisor at Fidelity Investments, where he earned the title of Retirement Specialist and Senior Financial Advisor in the Houston Highland Village investor center. 

    I later joined Ernst & Young as Southwest Regional Director for Investment Advisory Services, serving high-net-worth individuals, family businesses and institutions. I was also a member of the Ernst & Young National Investment Committee. I joined Merrill Lynch in 2003 and then moved my practice to Morgan Stanley in 2008.

    I am a member of The Investment Management Consultants Association, and hold the Certified Investment Management Analyst (CIMA) designation, earned after successful completion of coursework at the Wharton School of Business at The University of Pennsylvania. I am also a Lifetime Member of The Greater Houston Partnership.

    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.

    Working With You

    Working With You

    Our clients are busy, successful professionals and business owners whose lives are filled to overflowing by the demands of career and their desire to spend time with family and friends.

    We help our clients organize their financial lives and visualize their future. Then we help them to define meaningful, achievable goals, and craft a plan designed to meet those goals.




    Community Involvement

    Community Involvement

    Gary serves on the Board of Directors for The Pathway Leadership Academy and also volunteers for many non profit organizations in Montgomery County, including the Education for Tomorrow Alliance, Interfaith, and The Montgomery County Food Bank.

    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

    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

    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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