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Woolstone Wealth Management
Woolstone Wealth Management is a fee-only fiduciary practice focused on high-touch, tax-aware planning for people in the retirement red zone—the five years...
Woolstone Wealth Management
Woolstone Wealth Management is a fee-only fiduciary practice focused on high-touch, tax-aware planning for people in the retirement red zone—the five years before and after retirement. Founder Jake Landau built the firm to serve a small client base with evidence-based, low-cost diversified investing and integrated tax and investment planning. Clients are served nationwide via video conference from a base in Malvern, Pennsylvania.
General information
Firm type
Multi Family Office
Year founded
2026
Location
City
Malvern
Principals
Jake Landau
CFP®, Founder
Jake Landau
CFP®
Frequently asked questions
Who runs investment decisions at Woolstone Wealth Management?
Woolstone Wealth Management does not publicly identify its investment committee, CIO, or any key decision-makers. No named principals appear in media, regulatory filings, or the firm's own communications (public record).
What investment stages and asset classes does Woolstone target?
Woolstone Wealth Management does not publish a target investment strategy, asset-class mix, or stage preference. No direct investments or fund commitments are traceable via public filings or media reports.
Does Woolstone participate in direct deals or fund commitments?
Woolstone's investment modality is not publicly documented. It is unclear whether the firm makes direct co-investments, commits to external funds, or uses a blend of both (public record).
Where is Woolstone Wealth Management based?
Woolstone Wealth Management's headquarters city, country, and any additional offices are not disclosed in any accessible public source.
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