Awards & Media
9 years of recognition
Amy has been recognized 9 years by Mpls. St. Paul Magazine and Twin Cities Business as a Five Star Wealth Manager.
This distinction is awarded to wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.*
Amy recognized in Financial Publications
As a 2023 Five Star Wealth Manager award winner.
In the News
- Women and the Financial Services Industry ׀ December 12th, 2021 ׀ Passport Mommy podcast with Michelle Jerson
- Cetera Tools Shows FAs How They Measure Up with Others ׀ November 15th, 2021 ׀ Financial Advisor IQ
- Cetera launches growth program in bid to help advisors boost productivity ׀ November 1st, 2021 ׀ Financial Planning
- For three Minnesotans, COVID's collateral impact spurs a move, a divorce and a career change | March 15th, 2021 | Financial Planning
- PRESS RELEASE- Amy co-authors a book with Shark Tank's Kevin Harrington "Build Wealth Like a Shark"
- Mentoring Through Challenging Times: Facing divorce and/or parenting crises October 19th, 2020 | Bizwomen
- Interview with Amy on CRN Talk Radio's CRN's Business Lounge with Michael Horn | October 5th, 2020
- Her Own Words: Turning 50, Amy Wolff planned for life balance. Not this year. September 29th, 2020 | Bizwomen
- Group of MN women financial planners ring in the 25th anniversary with $25,000 donation to promote women, diversity in the industry | August 3rd, 2020 | Financial Planning Association Minnesota
- Wonder Women Wednesday Feature: Meet Amy Wolff - Girls Are Powerful Organization | December 4th, 2019 | Girls Are Powerful
- Adviser Alpha: How Amy Wolff Carved Out a Niche Serving Divorced Women | November 18th, 2019 | Investment News
- Specialists Helping Couples Through the Financial Side of Divorce | February 26th, 2017 | Star Tribune
- Financial Care for Women Transitioning Through Divorce | September, 2016 | THE SUIT
- Daisy Camp Non-Profit Helps Women Cope with Divorce | September, 2014 | Lake Minnetonka Magazine
- Collaborative Divorce Can Ease Emotional, Economic Stress | May 2nd, 2014 | CNBC
- Breaking Up Is Hard To Do | February 20th, 2010 | Star Tribune
- Before Saying 'I Do,' Discuss Love and Money | February 12th, 2010 | Reading Eagle
- For the Wholesaler, a Whole Sale Change | October 2nd, 2009 | Investment News
- Talk About Money Before Big Day | August 23rd, 2009| Star Tribune
- Couples Need To Have Compatible Financial Goals | August 20th, 2009 | Star Tribune
- Pay Dirt: Marriage, Money: Till Debt Do Us Part? | August 8th, 2009 | Star Tribune
- Emerging Income Stream for Financial Planners | March 26th, 2009 | Estplan.com
- Collaborative Professional Office Group | March 6th, 2009 | Cutting Edge Law
- Investing: Women and Men and Money | December 25th, 2007 | Twin Cities Daily Planet
- Women Feeling Financially Insecure | August 27th, 2006 | WCCO Sunday Morning News
- Male, Female Planners Run Practice Differently | April 18th, 2005 | Investment News
- Investment Outlook 2005 | January 10th, 2005 | Investment News
- Hedge Funds May Gain New Fans | December 1st, 2005 | Investment News
- With Amy Jensen Wolff of AJW Financial, Inc.| October 4th, 2004 | Investment News
- Sponsorship Drought Could Hurt Budgets | August 23rd, 2004 | Investment News
Presentations & Trainings
- Knowing Your Niche, Cetera Advisor Networks Practice Management Mondays (virtual event), June, 2023
- Top Tips for Establishing the Marital Standard of Living for Spousal Maintenance, Family Law Institute, Minneapolis, March 20, 2023
- Speaker, 5 Common Compensation Models for Businesses, Minnesota Continuing Legal Education Virtual Event, 2022
- Always on Acquisitions, Cetera Connect 21 Virtual Conference, 2021
- Niche Marketing, Cetera Advisor Networks Connect2Peers Conference, Chicago, IL, 2021
- Neutral Financial Professionals, St. Thomas Law School, Minneapolis, MN, 2020-present
- THRIVE After Divorce, Daisy Camp, Minneapolis, MN, 2019 - present
- Purple Cow Your Practice, Cetera Advisor Networks Connect Conference, San Antonio, TX, 2018
- The Key to Strategic Planning & Marketing Execution, AdvisorNet Financial Annual Retreat, 2018
- How to Up Your Divorce Financial Game Plan, FPA Symposium, Minneapolis, MN, October 16, 2017
- How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension, Bloomington, MN, 2017-present
- Mix Assets and Debts and What do you Get? Quick Tips to Organizing and Understanding the Balance Sheet, Family Law Institute, Minneapolis, MN, 2017
- Saver, Spender, Flasher, Stasher – What is your clients’ money psychology and how does it affect their decision making?, CLI Annual Forum, Minneapolis, MN, 2016
- Up Your Financial Game Plan, Full Day Training Camp, Minneapolis, MN, 2016-present
- How to Grow Your Practice by Focusing on a Niche Market, Cetera Advisor Networks Connect Conference, San Diego, CA, 2016
- Upping Your Financial Game - Helping Your Clients Through their Divorce, FPA of Minnesota Monthly Chapter meeting, Minneapolis, MN, 2016
- An All Star Team: Top Qualities of Administrative Professional, AdvisorNet Financial Administrative Professionals Conference, Minneapolis, MN, 2016
- Building a Thriving Practice for the Future, AdvisorNet Financial Annual Education Retreat, Minneapolis, MN, 2015
- Shark Tank: The More Collaborative Dolphin Addition, CLI Annual Forum, Minneapolis, MN, 2015
- No Silver Bullet – Customized Solutions for Complex Financial Issues, Collaborative Law Institute of MN Annual Meeting, Minneapolis, MN, 2014
- Feng Shui Your Finances, Daisy Camp, Minneapolis, MN, 2014-2018
- Equities are a Girl’s Best Friend, Daisy Camp, Minneapolis, MN, 2014-2018
- Tidy Up Your Loose Ends, Daisy Camp, Minneapolis, MN, 2014-2018
- Dollars & Sense, Daisy Camp, Minneapolis, MN, 2007-present
- Looking Forward Financially, Ruth Hayden, Minneapolis, MN, 2014
- Family Law Series: Collaborative Practice Fundamentals, MN CLE, Minneapolis MN, 2012
- Collaborative Practice: A Family Friendly Approach to Divorce, Hennepin County Bar Association, Minneapolis, MN, 2012
- Interdisciplinary Collaborative Practice, Lethbridge, Canada, 2011
- Interdisciplinary Collaborative Practice, Rome, Italy, 2010
- Australian Collaborative Conference, Sydney, Australia, 2009
- Interdisciplinary Collaborative Training, Washington, DC, 2009
- European Collaborative Conference, Cork, Ireland, 2008
- IACP Annual Forum, New Orleans, LA, 2008
Social Media
Amy lends her knowledge to the Collaborative Law Institute (CLI) of Minnesota with blogs on a variety of topics, including finances and divorce.
AJW Financial is on Facebook!
You can find AJW Financial on Facebook! On our page you will find the personal stories of our firm, our team and our families – so you may get to know the people and values that shape AJW. There are employee spotlights, photos and quotes that inspire us, as well as upcoming events, financial and lifestyle tips. We invite you to follow us at Facebook.com/AJWFinancial to see what we are up to.
*This award was issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,080, 633, 16%, 12/1/23, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.