Jeffrey Wolfe

WORK HISTORY

EDUCATION

ABOUT JEFFREY WOLFE

I work with high-earning individuals, families, and business owners who want to be more intentional about taxes, income, and long-term wealth. My focus is advanced insurance-based planning strategies designed to help reduce tax exposure, create lifetime income, and transfer wealth efficiently across generations.I’m with True Path Financial, a partner of National Life Group, where I focus on tax-efficient accumulation and income planning, estate equalization using life insurance, and premium finance strategies for high-net-worth families. My approach is planning-first and education-driven, often working alongside clients’ CPAs and attorneys to ensure strategies align with long-term goals, family dynamics, and tax considerations — not short-term products.I bring over 20 years of experience in financial services, including UBS Wealth Management, Morgan Stanley, and New York Life. That background shapes how I think about risk, structure, and long-term planning for clients with complex financial lives.These strategies are often most relevant for those facing significant current or future tax exposure, uneven or illiquid estates, or the need for income without unnecessary taxable risk. If you’re exploring advanced insurance strategies as part of a broader financial or estate plan, I’m open to a conversation.Jeffrey Wolfe is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA/SIPC, 20 Executive Park, Suite 190, Irvine, CA 92614, 94••••••48. True Path Financial and Insurance Services is independent of ESI. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group (NLG) is a trade name of NLIC and its affiliates. Tax and legal advice are offered independently of Cornerstone Advisor Group, NLG, NLIC, ESI, and its representatives. For advice concerning your own situation, please consult with your appropriate professional advisor. True Path Financial and Insurance Services’ agents are independent contractors and are not employees of any National Life Group entity.Jeffrey Wolfe is licensed to sell securities in California and insurance-licensed in California. An endorsement of this individual is not a referral of them for investment advisory services and may not reflect others’ views or experiences. TC86••••••••63