Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The Wolf Group
Wealth Management- phone
414.270.1531
- address
833 E Michigan St
Suite 700
Milwaukee, WI 53202
Merrill Lynch
Wealth Management
At The Wolf Group, we're reimagining what wealth management should look like. Digital-first. Client-focused. Full-service. Transparent. Easy to understand.
It's our mission to empower clients to own their future by optimizing the full spectrum of their financial affairs. We offer:
• Professional Investment Management
• Collaborative Wealth Planning
• Tax Minimization
• Trust & Estate Planning Services
Click "Contact Us" today to join others who are enjoying a better financial life!
The Wolf Group
Welcome
At The Wolf Group, every member of our team is dedicated to helping you achieve financial freedom. We believe every client is entitled to the highest level of personalized service and care. We’ll place you at the center of our wealth management process and work together to design a goals-based approach to help you achieve what matters most to you.
Our Philosophy
We believe the four tenets of a successful life are Health, Wealth, Purpose, and Community. As such, everything we do - the questions we ask, the events we host, and our entire wealth planning process - revolves around helping our clients discover, plan, and optimize these four areas of their lives.
Who We Work With
We're able to deliver the greatest value to investors who:
*Are age 45+;
*Have between $1-10MM in investable assets and/or earn an income of $200,000/year (single) or $300,000/year (joint) as our financial strategies contain a mix of public and private market investments that require this level of sophistication;
*See value in hiring a team of investment professionals at a top-tier wealth management firm to manage their investments;
*Are committed to improving their personal and financial well-being.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
How We're Different
Our proprietary wealth management process seeks to optimize the 7 key areas of financial success. These include:
• Professional Investment Management
• Collaborative Wealth Planning
• Cash Flow Optimization
• Wealth Preservation
• Tax Minimization
• Trust & Estate Planning Services
• Access to Private Banking through Bank of America, N.A.
Our Process
1. "Learn More" Meeting - a 15-minute phone call to discuss your situation and ensure your needs match our team's strengths
2. Information Gathering - here you’ll share pertinent financial information that will help us to create a baseline financial projection for you
3. Discovery Meeting - during this meeting we'll review your baseline financial projection, ask questions, explore alternatives, and make any adjustments necessary prior to finalizing our recommendations
4. Investment Proposal Meeting - here we'll present your completed financial strategy, our formal investment recommendations, and show you exactly how our team can help improve your finances
5. Implementation - after we confirm agreement we'll get to work implementing your personalized financial strategy
Meet Our Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategist
Merrill
Jermaine Gomes
Retirement Specialist
Bank of America, N.A.
Thomas Murray
Wealth Management Banking Specialist
Merrill
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.