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Our Team Approach Adds Perspective to All We Do.

Fort Myers Wealth Management Group is a comprehensive wealth management firm that knows their clients, knows investing, and knows their clients’ investments. We believe in forging lifelong client-advisor relationships and we’re committed to preparing you and your investments to weather the coming decades considering all possible market outcomes.

We broke away from the big banks to start our own firm with an obsessive focus on improving client outcomes using active risk management, enriching client knowledge, and understanding client expectations.

We also believe in clients understanding the role their “advisor” has in their financial lives. Our goal is to bring truth to light with regards to your financial relationships.

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. This includes our distinctive approach called “mathmotional investing” where we help clients make small mathematical decisions that alleviate some of the anxiety associated with the uncertainty of the market.

All of our energy, commitment, and efforts are focused on you—the client—and your satisfaction.