Wolf, Metzger & Maurillo Wealth Management Group employs an active asset management approach in diversifying between asset classes on a rotation of sectors. Our goal is to create portfolios that have low volatility with an emphasis on capital preservation while maintaining an income stream that helps meet the lifestyle goals of our clients. We believe in a holistic approach to investment planning with a coordinated effort of professionals that incorporate liability management estate planning strategies and tax efficient strategies – and though we are not legal or tax advisors, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Our investment philosophy is based on preserving, augmenting and sustaining your wealth across generations. Your prosperity depends upon wealth conservation, consistent income generation and asset accumulation – so these guiding objectives form the core of our methodology.
We provide dynamic asset management through diversified equity allocation, fixed income instruments and suitable alternative investment strategies. Our disciplined investment process requires a dialogue with you to help ensure the accurate alignment of our philosophy with your long-term goals for wealth preservation. This process relies upon extensive analysis, diligent planning and timely execution – a combination that we believe can help in our clients' success.