Hartwell & Wolf welcomes Dick Coffinger and Beth Brown to our business family. We are excited about the business merger with Dick and his clients and look foward to meeting everyone!

 

HARTWELL & WOLF - Wealth Management - (previously Safe Harbor Financial Services, LLC) was established in 2002 by James Hartwell and Robert Wolf. Together, Rob and Jim provide their clients cutting edge solutions to their financial needs. Our services include personal financial planning, retirement planning, business planning, and financial estate planning. (See our complete list of Services.)

 

If you have questions, we have answers!   Call our office today at (269) 982-1988 to request your FREE Financial Planning consultation


 
  • Hartwell & Wolf has fused together three firms to provide a unique client experience. The goal is simple…make the financial lives of our clients a little less difficult.
  • We strive to provide comprehensive financial planning solutions in an uncertain world. From insurance to investments, Hartwell & Wolf Wealth Management seeks to protect, grow, and distribute your assets in the most efficient ways possible.
  • Hartwell & Wolf Accounting is about more than just tax preparation. It’s about planning for the years to come. Trust us when we say, 'those that plan ahead plan to succeed.'
  • While working with those in or nearing retirement is a large part of Hartwell and Wolf, we recognize that those individuals can’t reach retirement without sound advice and options along the way. Our group benefits department works with local companies to provide comprehensive benefits packages, for the employees and the employer.
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