CONNECT

Address:

12140 Carissa Commerce Court Suite 100
Fort Myers, FL 33966

Phone:

(239)479-7979

Fax/Other:

(239) 275-0084

Our Mission

The fundamental mission at the Nolte Wealth Management Group is to develop and grow multi-generational relationships with our clients through a diligent process of design, implementation and monitoring of financial goals and strategies. Through this careful and persistent evolution, we help you pursue your investment objectives and provide the foundations for the planning process.

 

Our Philosophy

Experience has taught us that financial success can come from having a set of guiding principles that serves as a framework for making decisions.  This is our Philosophy...

  • Wealth management services involves many disciplines and requires a variety of strategies including asset accumulation, preservation, and distribution.  An effective wealth management plan must address all of these issues in a balanced and proactive way.
  • Putting the plan in writing is imperative.  Serious investors should have a written investment policy statement and comprehensive wealth management plan in place.
  • Market timing does not work.  Long-term investors should be properly diversified and properly allocated.
  • It is just as important to minimize risk (preserve capital) as it is to maximize returns and in some cases, more so.
  • Diversification, through asset allocation, is one of the most effective way to manage risk.  It generally determines a portfolio's return over the long haul.
  • When it comes to their serious money, investors should consider using professional money managers that have been coordinated to meet specific investment objectives.
  • Never invest in anything you don't understand.  Take the time to educate yourself before you put your investment capital at risk. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

Diversification does not guarantee profit or protect against loss in declining markets.

Our Commitment

Our practice is defined by our core values.  This is what our clients can expect from us:

Integrity

Competence

Credibility

Value

Service

  1. We always put our clients first by avoiding any and all conflicts of interest.
  2. We discuss the risk, rewards, and fees for all investment strategies we recommend.
  3. We maintain complete confidentiality regarding personal and business matters.
  4. We take the time to explain complex financial concepts in easy to understand language.
  5. We provide customized advice, not cookie-cutter solutions.
  6. Many of our clients have worked with us for over 25 years.
  7. We focus on a fee-based approach to investment planning to avoid any conflicts of interest.
  8. We care about our clients, their families, and their future.
  9. We accomplish these goals by investing heavily in training, development, and technology.

 

How we Differ

The millennium years have brought challenges, opportunities, and many choices for investors.  In today's complex financial world, these choices range from individual stocks and bonds to mutual funds, ETFs and professional money managers.  Unfortunately, most investors do not have the time, temperament, or expertise to evaluate this spectrum of investment alternatives.  We can help.  Our clients choose to work with us because:

  • We have made a commitment to excellence in all the services we provide for our clients.
  • We help our clients manage the long-term decisions that ultimately determine the wealth they and their families will accumulate.
  • We act as a financial coach for our clients.  We help them define their investment objectives and review their progress on a regular basis.

Diversification does not guarantee profit or protect against loss in declining markets.

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