# Wolfstich Capital

Wolfstich Capital is a Bank / Wealth / Trust based in Medfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Medfield, United States
- **Region:** North America
- **Address:** Medfield, MA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** wolfstichcapital.com

## Regulatory record

- **CRD number:** 146026
- **SEC file number:** 801-121875
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146026

## About

Wolfstich Capital was established in 2007 by Matthew Wolfstich as an independent registered investment advisor headquartered in Medfield, Massachusetts. The firm delivers investment advisory services to a concentrated client base of high-net-worth individuals, families, and charitable entities, operating without a parent institution or outside capital partner. Its footprint remains local, centered on the Greater Boston and MetroWest Massachusetts corridor. Wolfstich manages client assets through individually tailored portfolios, combining asset allocation modeling with direct security selection. The firm historically constructs equity exposures across large-cap domestic stocks, international developed-market equities, and fixed-income instruments including municipal bonds, Treasuries, and investment-grade corporates. It actively tilts portfolio weights based on client tax situations and liquidity needs rather than running model-only sleeves. The firm does not operate pooled funds, does not manage third-party institutional capital, and has not publicly disclosed investments in private equity, venture capital, or real estate funds. As a single-office practice, Wolfstich runs a lean team with Matthew Wolfstich serving as the principal advisor and portfolio manager. Client assets are custodied with a major third-party custodian, a structural choice that separates advice from asset custody. The firm has not disclosed participation in club-deal networks, peer-advisory groups, or co-investment vehicles. No philanthropic foundation, adjacent operating business, or multi-family-office conversion has been publicly announced. Wolfstich Capital's structure as a standalone RIA gives it functional independence from product-distribution mandates or cross-sell incentives that define many bank-affiliated wealth practices. Its succession or scale constraints remain unstated publicly; the firm's continuity and breadth of service depend entirely on Matthew Wolfstich's ongoing involvement without a named next-generation advisor or external capital partner.

## Questions

### How are client assets custodied at Wolfstich Capital?

As a registered investment advisor, Wolfstich Capital does not custody client assets directly. Assets are held with an independent third-party custodian, a structural separation that allows clients to receive institutional custodial reporting, statements, and independent trade settlement outside the advisory relationship.

### What is Wolfstich Capital's investment approach?

The firm runs discretionary separately managed accounts, blending strategic asset allocation with direct security selection across equities and fixed income. Portfolios are customized for individual tax positions and liquidity profiles, with an observable tilt toward large-cap domestic equities, municipal bonds, and investment-grade fixed-income instruments.

### Does Wolfstich Capital allocate to private markets?

There is no public record of Wolfstich Capital allocating to private equity, venture capital, real estate, or private credit funds. The firm's public communications have focused exclusively on liquid-market portfolio management, financial planning, and tax-aware asset allocation for its client base.

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Last updated: 2026-06-03T20:00:00.000Z

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