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Southwest Florida season approaches and we'd like to welcome back our friends and clients who are returning from their summer homes. We look forward to seeing you again soon.

While 2018 nears its end, we have already set our sights on a busy and productive new year. Between our seminar series and personal and professional growth in our team, 2019 is sure to bring many great things. We'd like to extend a warm invitation to you and a guest to attend any of our events this season, including an open house we will host at our office on February 13, 2019. Read below to learn more about our 2019 seminar series lineup. We hope to see you there.

You're Invited

The Nolte Wealth Managment Group of Wells Fargo Advisors invites you and a guest to attend any of our upcoming seminar series events. Learn from national industry experts on select topics and how they could impact your investments.
Please call 239-479-7979 to RSVP

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Higher Education Conference

Higher Education Conference

Our team members continuously push themselves to learn, grow and excel to better serve you. Recently, Jim Nolte, CFP, and Nick Chlumsky, CRPC, CFP each attended the Wells Fargo Advisors Higher Education Conference offered exclusively to Premier Advisors1. The three-day seminars brought leading industry experts together with advisors for strategy sessions.

1 Jim Nolte and Nick Chlumsky both received the Premier Advisor designation in 2018 from Wells Fargo Advisors that is held by a select group of Financial Advisors within the Firm as measured by business production, completion of educational components and professionalism.
Mini Reef Installed at Jim Nolte Home
Nick Chlumsky designated a Premier Advisor

Nick Chlumsky designated a Premier Advisor by Wells Fargo Advisors

Nick Chlumsky, CFP® CRPC®, First Vice President-Investment Officer for Nolte Wealth Management Group of Wells Fargo Advisors, has received the Premier Advisor1 designation from Wells Fargo Advisors for 2018.

Al Rich selected as 40-under-40 honoree

Fort Myers Financial Advisor selected as 40-under-40 honoree

Fort Myers Financial Advisor selected as 40-under-40 honoree Al Rich, CRPC® never stops looking out for people. Whether it's focusing on helping clients succeed in his role as a Financial Advisor for the Nolte Wealth Management Group of Wells Fargo Advisors, or serving his community through a litany of projects and initiatives, the former law enforcement officer is committed to making Lee County a better place.

LARGER DEFICITS ARE DRIVING UP DEBT

U.S. FISCAL ISSUES: LARGER DEFICITS ARE DRIVING UP DEBT

According to the most recent Congressional Budget Office (CBO) projection, the federal budget deficit for the fiscal year 2018 (which ends on September 30) will reach $793 billion, or 3.9% of gross domestic product (GDP).

RISK TOLERANCE IS ABOUT YOU

RISK TOLERANCE IS ABOUT YOU, NOT THE MARKET

Surveys show that tolerance for investment risk rises and falls with the stock market. In mid-2008, 36% of mutual fund investors said they were willing to accept substantial or above-average risk for the potential of substantial or above-average gain.

INFLATION PROTECTION FOR INVESTMENT DOLLARS

INFLATION PROTECTION FOR INVESTMENT DOLLARS

For the 12-month period ending in March 2018, the Consumer Price Index for All Urban Consumers (CBI-U), the standard measure of "headline inflation," increased 2.4" - the fastest pace since March 2017 and significantly higher than the 1.6% average over the past 10 years.