Wealth Advisor

Jack Wolff, CFP®

Jack Headshot

Jack is a Wealth Advisor at Lightship Wealth Strategies, Inc. His primary goal is to prioritize his clients’ best interests while coaching them to leverage the financial opportunities specific to them and their families.

As an advisor, Jack specifically enjoys developing an interactive dialogue with clients to identify their priorities and provide straightforward steps towards those goals. He focuses on instilling confidence in a typically foggy landscape by making financial decisions understandable and actionable.

Jack earned a B.A. in Sociology from Trinity College in Connecticut. He currently lives in Boston and spends as much time as possible outdoors, either skiing in the winter with friends or spending time with family on Nantucket.

Licenses and Certifications:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • FINRA Series 7, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®
  • Life and Health Insurance license through Commonwealth Financial Network®

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