195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Contact Us

Robert B. Wolfe, CFP®, CBEC®

Robert Wolfe headshot
 
Contact Information:
Integritas Transition Consultants, LLC
(754) 800-2810
robert.wolfe@integritastc.com
1245 South Powerline Rd, Suite 129
Pompano Beach, FL  33069
 
 
 

Rob is President, founder, and Chief Executive Officer (CEO) of Integritas. He is well versed in the strategies that help entrepreneurs monetize the intrinsic value locked within their privately held businesses, more specifically, through the design and implementation of sophisticated transition strategies. He has helped numerous clients build the value of their businesses, develop strategic transition plans, and maximize after-tax post transaction proceeds.

Rob is the creator of The Wealth Empowerment Formula™ – a comprehensive wealth management client advice delivery system and has been an adjunct professor at Florida Atlantic University where he taught the Certified Financial Planner® Professional Education curriculum.

His clients are primarily serial entrepreneurs, privately-held business owners, physicians, and professional athletes and coaches. Respected for his experience in wealth management and expertise in transition planning, Rob has been featured in publications such as The Wall Street Journal, Dow Jones Newswire and USA Today. He also contributes articles on wealth management and exit planning to local, regional and national publications, and has been a frequent past guest on CNBC’s “Make Your Money Work” segment of their “Power Lunch” program.

In addition to leading Integritas, Rob is a Managing Director with United Capital Financial Advisors, the country’s largest and fastest growing financial life management firm. Rob was formerly a partner at Compu-Val Investments, Inc. in Wilmington, Delaware. He graduated Summa Cum Laude with a Bachelor of Science degree in finance from Indiana University of Pennsylvania and completed a course in leadership excellence at the University of California at Berkeley. He also completed the CFP® Professional Education Program, The Certified Business Exit Consulting Program through Pinnacle Equity Solutions, and the Accredited Asset Management Specialist Program at the College for Financial Planning.

Rob was appointed by the Mayor of Fort Lauderdale to the Fort Lauderdale Economic Development Advisory Board.