Are you prepared to enjoy your retirement?
Resolute is an independent financial services firm helping you prepare for and enjoy retirement.
What makes us distinctive?
We are experienced financial planners who care.
We are true fiduciaries who put the needs of our Clients ahead of our own.
We specialize in Integrative Financial Planning.
We believe in Traditional Values investing.
We offer transparent, flat-fee pricing.
OUR PHILOSOPHY
The Pillars of Integrative Financial Planning
Integrative financial planning ensures that financial decisions align with a person's overall life vision and values. It helps avoid conflicts between different financial strategies, reduces inefficiencies, and provides clarity and confidence in financial decision-making.
Would you like guidance on how to implement integrative financial planning for yourself or your business?
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Looks at all financial elements, including income, expenses, savings, investments, taxes, insurance, and estate planning.
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Tailors financial plans to an individual’s or family's unique needs, goals, and life circumstances.
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Balances short-term financial needs with long-term aspirations like retirement, wealth transfer, or philanthropy.
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Works across different financial disciplines, often involving collaboration with accountants, attorneys, and insurance specialists.
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Adjusts to changes in personal life, market conditions, or regulations to keep the plan relevant and effective.
What We Offer
At Resolute Wealth Management, we provide various financial services for individuals. families, and businesses. Our skilled team creates personalized plans for your financial goals, including managing investments, planning for retirement, and organizing estates. With a focus on honesty and quality, we help you manage wealth for a stable financial future. Discover our services to assist you on your financial journey.
Wealth Management
Retirement Savings Optimization
Tax Planning
Tax-Free Retirement Income Planning
Social Security Optimization
Risk Management
Income Planning
Legacy & Estate Planning
College Funding
Inflation Protection
Liquidity Needs Planning
Money Guide Pro Planning Software
Our Team
Pat Volk
FOUNDER & CEO
With over 33 years of experience in financial planning and wealth management, Pat has served as an Executive Counselor at Goldman Sachs, as well as held key roles at Merrill Lynch, Fisher Investments, and most recently helped grow a boutique practice.
He has presented thousands of seminars and hosted a podcast aimed at guiding individuals into successful retirements while leaving a legacy for future generations, allowing his clients to focus on what truly matters most in life— and it’s not money.
When not working with Clients, he enjoys spending time with his wife, Brenda, their five children, and German Shepherd, Sully.
Joe Stenard
EXECUTIVE ADVISOR
Joe began his career as an Executive Counselor at Goldman Sachs, where he built strong relationships and gained valuable insights into financial markets. Joe has also served as an award-winning professor of economics, educating his students on financial decision-making and chairing the college’s Investment Club.
His expertise spans asset management, including stocks, bonds, real estate, closely held companies, and agriculture. For Joe, investments are about more than capital returns; they are opportunities to build relationships and support sustainable growth.
He recently relocated from Upstate New York to the foothills of the Blue Ridge Mountains with his wife, Alicia, and their children and grandchildren.
Contact Us
Reach out today to learn how we can help you prepare for and enjoy the retirement you’ve worked so hard to earn.