Broker Check

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.

How We Work

We are committed to helping people and doing the right thing.  This works best when the people we work with are open to honest conversation and understand that there will be challenges along the way.

We go above and beyond and we’re not your average advisors. Our focus is on being above-average advisors.

You'll like working with us if:

  • You want to talk plainly and honestly about your finances and aren’t impressed by industry jargon and buzzwords.
  • You don’t just want an “average advisor,” but you are interested in working with an “above average advisor.” You didn’t Google “advisor who knows just enough to get by” to find us, now did you?
  • You want to have an honest conversation.
  • You believe that the biggest factor in your financial success is your own behavior. 

We'll love working with you if you:

  • Like to hear it like it is and appreciate a relationship built on trust.
  • Know how to take action when needed and don’t just sit on your thumbs.
  • Know the value of a good plan and trust that it will work for you if you let it.
  • Understand that predictions are hard, especially about the future, and that preparation is what is most important. 

You won't like working with us if you:

  • Only want to hear about the latest market update and how we feel about it.
  • Want a cookie-cutter solution for the success of your financial future.
  • Determine the value of your advisor’s opinion based on the amount of starch in their shirt.
  • Don’t appreciate a little witty sense of humor - we are trying to make finance interesting to all of us.

If you are still here, awesome, you can check out our two main services by using the button below.

Our Services