Timothy J.

Volk

ENTREPRENEUR  -  ADVISOR  -  EXECUTIVE  

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SERVICES

  • Assessment and Evaluation 

    • Identify gaps

    • Identify stakeholders 

    • Interview and understand their individual positions

    • Formulate vision and mission

    • Create "buy in" for common agreement on the mission

    • Outline plan with tactical detail

    • Executive summary

  • Formulate and Execute a plan (Design and Implement) 

  • Objective Advisory and Strategic Thinking

  • Long Range Guidance for the Family to flourish 

AREAS OF EXPERTISE

  • Family enterprises, offices

  • Financial services

    • Wealth management

    • Real Estate

    • Mortgage banking

    • Insurance

  • LGBTQ+ issues

  • Philantropy

  • Mission driven organization

WHO I AM

Timothy J. Volk, CFP, is the architect of a highly successful entrepreneurial career that encompasses independent advisory, strategic planning, financial services (banking, wealth management, insurance and real estate) and is driven by his core values of family, community, and responsible stewardship. As principal of T. VOLK & COMPANY, he leverages his own experience in a successful legacy family business, and provides prudent and trusted counsel to families striving to protect their enterprises and preserve their wealth.

 

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