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Wolf, Metzger & Maurillo earns spot on Forbes list of top wealth management teams in Florida

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FORT MYERS, Fla. - eTradeWire -- Wolf, Metzger & Maurillo Wealth Management Group of Wells Fargo Advisors has earned a spot on Forbes' prestigious list of the Best-in-State Wealth Management Teams.

Based in Fort Myers, Wolf, Metzger & Maurillo has nearly $889 million in assets under management and serves clients with at least $1 million in investable assets. The firm's goal is to help clients make sound decisions for their financial future while gaining a better understanding of investing, retirement, estate planning strategies and wealth preservation.

Forbes, a global media company focused on business, investing and entrepreneurship, develops its rankings of America's Top Wealth Management Teams in partnership with SHOOK Research. Rankings are based on an algorithm of qualitative criteria that focuses on studying each team's best practices, including service models, the investing process, team construct and skill sets. The algorithm also weighs factors like revenue trends, assets under management and compliance records.

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"You don't need to have the biggest portfolio or the most clients to earn a spot among Forbes' top wealth management teams; you need to have a strong team, policies, mission and culture," said Scott Metzger, managing director and investment officer at Wolf, Metzger & Maurillo. "Since establishing the company, our sole focus has been helping clients reach their financial and lifestyle goals through an individual approach to wealth planning, and we're excited that Forbes has recognized our successful approach to wealth management."

The firm is led by Kevin Wolf, managing director and investment officer; Scott Metzger, managing director and investment officer; Kurt Maurillo, senior vice president and investment officer; Tony Gottschalk, financial advisor; and Brian Wolf, financial advisor.

About Wolf, Metzger & Maurillo Wealth Management Group of Wells Fargo Advisors

Wolf, Metzger & Maurillo Wealth Management Group offers personalized investment strategies designed to help families with complex financial needs to simplify their lives and reach their financial goals. The team's mission is to help clients and their families start living the lifestyle they want today and in the future, throughout all market cycles, and to preserve and transfer assets to clients' beneficiaries in the most tax efficient manner possible.For more information, please visit WolfMetzgerMaurillo.wfadv.com or call 239-479-7931.

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About Wells Fargo Advisors

Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. For more information, visit www.wellsfargoadvisors.com

About Wells Fargo

Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S.  News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

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Source: Wolf, Metzger & Maurillo Wealth Management
Filed Under: Banking

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