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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2025
- Office Locations
- 2
Office Locations
About Succession Financial, INC
Succession Financial, Inc. is a fee-only fiduciary firm providing integrated wealth management—investment management alongside retirement, tax, insurance, and estate planning. They emphasize evidence-based diversification, ongoing rebalancing, tax efficiency (including tax-loss harvesting), and building sustainable retirement income, including Social Security and Medicare decisions. A differentiator is free financial coaching for clients’ children and grandchildren (to age 25 or marriage). Custody: Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC EDWARD WOLFE
MANAGING PRINCIPAL
- CRD
- #2738645
- Ownership
- 50% but less than 75%
BARBARA J BRIDGMAN
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- #2069006
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,297,733 | $1,208,608 |
| Non-Discretionary | $0 | -- |
| Total | $210,297,733 | $1,208,608 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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