Jeffrey Wohlfahrt

716-636-2525 – Call Only
716-321-2228 – Text Only

I am proud to serve as the Director of Asset Management & Financial Planning at Moshides Financial Group. With a focus on analyzing advisory portfolios and various investments, my primary responsibilities also include comprehensive financial planning and design. Additionally, I serve as the Chairman of the Moshides Financial Group Investment Committee, where I interact with global institutional money managers to gather valuable data and insights on economic conditions and market trends.

I have been fortunate to work in the financial services industry since 2006, gaining valuable experience along the way. Prior to joining Moshides Financial Group, I had the privilege of working at Alliance Advisory Group and Moldenhauer & Associates, where I honed my skills and further developed my passion for helping clients achieve their financial goals. To better serve my clients, I have obtained the Series 7, 63, and 66 securities licenses, as well as the Securities Industry Essentials® (SIE®) license. In 2006, I graduated from the University at Buffalo with a Bachelor of Science in Business Administration and Finance.

What truly motivates me is helping clients feel financially independent and exceeding benchmark performance. I am driven by the satisfaction of witnessing our clients' financial success and knowing that I have played a role in their journey towards financial freedom. One aspect of my job that brings me immense joy is working with a great team and cultivating a vibrant company culture. I believe that a positive and collaborative environment fosters creativity and innovation, ultimately benefiting our clients. For me, the greatest value I can offer my clients is the ability to develop and maintain strong, long-lasting relationships. By understanding their unique circumstances and goals, I can provide tailored advice and solutions that align with their aspirations.

I currently reside in my hometown of Lancaster, New York, where I enjoy being an active member of the community. I am the proud godfather of four wonderful children as well. During my free time, I am an avid spectator of Buffalo sports. I passionately support the Bills, the Sabres, the Bisons, and the Bandits, reveling in the excitement of each game. I also find joy in playing recreational sports and embracing the thrill of skiing during the winter months.