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12140 Carissa Commerce Court Suite 100
Fort Myers, FL 33966
Phone:
  • (239)479-7979
Fax:
  • (239) 275-0084

Our approach, first and foremost, is to understand you. To take the time, to ask hard, smart questions and to listen carefully. To understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We then design, implement and monitor a customized wealth management strategy that helps enable you and your family to pursue your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk. Our wealth management approach seeks to use wealth to turn goals into reality. When you succeed, we succeed.

The Nolte Wealth Management Group specializes in helping high net worth individuals and their families build, manage, preserve and transition wealth.  We accomplish this by providing comprehensive wealth management services which include: investment planning and asset management, liability management, risk management through insurance and other asset preservation strategies, trust and estate planning strategies.

For more information on our group and our wealth management services click the link below for a copy of our brochure or you may enroll in one of our upcoming seminars.


 

 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals