Fort Myers Wealth Management Group

(on first street)
Financial and Investment Services in Fort Myers, FL
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

2401 First Street
Fort Myers, FL
33901

About

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 “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Photos

Fort Myers Wealth Management Group Photo Fort Myers Wealth Management Group Photo Fort Myers Wealth Management Group Photo Fort Myers Wealth Management Group Photo

Services

  • Investments
  • Financial Planning

Latest

When you choose to work with an “Average Advisor,” you’re getting advice from someone who wants you to think they’re smarter than they are. At Fort Myers Wealth Management Group we pull back the curtain and strive to be your “Above Average Advisor.” http://ed.gr/cadpz. #aboveaverageadvisor
The average financial advisor will tell you that financial planning is as simple as following a straight line from point A to Z. Your story is more complex than that and you deserve to work with an above-average advisor who’s willing to dive into the details. #aboveaverageadvisor
The average financial advisor will try to sell you on the shortcuts, but you deserve to work with an above-average advisor who is willing to go the distance with you and help you navigate the complex journey between where you are and where you want to go. #aboveaverageadvisor
Fort Myers Wealth Management Group updated their phone number.
You’re a smart person. You work hard. You’re good with your money. And you understand the value of turning to a financial advisor for help with financial planning. But here’s something you might not know... Most people think their financial advisor’s #1 job is to look out for your financial interests. I hate to break it to ya, buddy, but that’s not actually the case. The average advisor is looking out for themselves first, meaning they’re primarily looking to line their own pockets with fat commissions made from the products they sell. Not saying they’re out to do you harm, but I am saying you better take their “advice” with a grain of salt. What you need is an above-average advisor — one who is obsessed with helping you reach your goals. So how can you tell the difference? Use this checklist full of questions you should be asking before hiring an advisor (or firing the one you have!) #aboveaverageadvisor
If it sounds too good to be true, it probably is. An average financial advisor will tell you reaching financial goals is as simple as following a straight path from point A to Z. You deserve an above-average advisor who’s going to tell you the full story in all of its complexity. #aboveaverageadvisor

Information

Company name
Fort Myers Wealth Management Group
Category
Financial and Investment Services

FAQs

  • What is the phone number for Fort Myers Wealth Management Group in Fort Myers FL?
    You can reach them at: 239-689-9364. It’s best to call Fort Myers Wealth Management Group during business hours.
  • What is the address for Fort Myers Wealth Management Group on first street in Fort Myers?
    Fort Myers Wealth Management Group is located at this address: 2401 First Street Fort Myers, FL 33901.
  • What are Fort Myers Wealth Management Group(Fort Myers, FL) store hours?
    Fort Myers Wealth Management Group store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.