Because investments and trading can be movable targets, Steven Wolt monitors the markets closely. Fluctuations often pave the way for new opportunities; clients may trade some investments but capitalize on promising new financial products or existing sectors that are expected to gain strength. Backed by the protections offered by life insurance, many people feel less inhibited about the risks associated with investing and trading. The safeguard of insurance insulates investors, allowing them to trade more actively and thus earn higher returns.
By overseeing each portfolio and re-evaluating it on a regular basis, Steven Wolt preserves the best interest of all of his clients. In his capacity as an Executive at ParqAdvisors, Steven Wolt works personally with clients. As an insurance consultant with high-profile clients, Mr. Wolt works to understand the situation of each individual or company that relies on his counsel. The life insurance strategies designed by Steven Wolt incorporate estate planning, business continuation, tax considerations, and investments and trading based on the unique needs of every client. Moreover, each portfolio contains integrated financial and insurance solutions tailored to accommodate the client’s risk tolerance and financial aims.
A graduate of Fordham University, Steven Wolt earned a Bachelor of Arts in History and Biology. After completing his degree, he accepted an invitation to join Metlife, Inc., where he worked for nearly 20 years as one of the company’s top producers. He joined ParqAdvisors in January 2011. His many clients depend on him to increase the security and liquidity of their portfolios while also shielding them from tax risk. His role at ParqAdvisors includes marketing, continuing education, and speaking to groups such as lawyers and Certified Public Accountants. Steven Wolt expects to earn the designation of Chartered Life Underwriter in coming weeks.