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.
“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. Services include portfolio design and asset allocation, retirement planning, tax management strategies, estate planning strategies, education funding, risk management, and employee and executive benefits. For more information, please visit WolfMetzgerMaurillo.wfadv.com or call 239-479-7931.
About Wells Fargo Advisors
With $1.88 trillion in client assets as of March 31, 2022, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), a division within Wells Fargo & Company and one of the largest wealth managers in the U.S. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of March 31, 2022. www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) 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. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.