The Wolf Group
Merrill Lynch Wealth Management
833 E Michigan St
Milwaukee, WI 53202
(414) 270.1531
Learn more about an advisor's background on
Mission Statement
At The Wolf Group, we're reimagining what wealth management should look like by delivering the experience we would want for ourselves. Digital-first. Full-service. Client-focused. Incentive-aligned. Transparent. Easy to understand. It's our mission to empower the families we work with by delivering appropriate financial solutions that preserve and grow their wealth across generations. Through personalized estate planning services, professional investment management, sophisticated tax planning, and philanthropic guidance - we are committed to helping to ensure our clients' legacy and financial well-being for generations to come. We offer: • Professional Investment Management• Collaborative Wealth Planning• Tax Minimization• Trust & Estate Planning Services. Click "Contact Us" today to get started!
Welcome

At The Wolf Group, our team is dedicated to helping you and your family achieve financial freedom.  We’ll place you at the center of our time-tested wealth management process and work together to design a goals-based approach to help you achieve what matters most to you.

About Us
Philosophy

We believe the four pillars of a successful life are Health, Wealth, Purpose, and Community. As such, everything we do revolves around helping our clients discover, plan for, and optimize these four areas of their lives.

Meet Our Team
Matthew Wolf
Vice President, Senior Financial Advisor
414.270.1531
David Urban
Financial Advisor
414.270.1571
Hailey Danyell Eller
Registered Wealth Management Client Associate
414.270.1565
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.
Jermaine Gomes
Retirement Specialist
Bank of America, N.A.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Thomas Murray
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up