The Wolf Group
Merrill Lynch Wealth Management
833 E Michigan St
Milwaukee WI 53202
(414) 270.1531
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Mission Statement
At The Wolf Group, we're reimagining what wealth management should look like by delivering the experience we would want for ourselves. Full-service. Client-focused. Incentive-aligned. Transparent. Easy to understand. It's our mission to help exceptional families design, grow, and preserve their wealth with purpose. We work with clients to thoughtfully align their financial resources with what matters most -- from sustaining their lifestyle and supporting future generations, to maximizing impact through charitable and legacy goals. Through deep relationships, insightful planning, and disciplined investment management, we seek to deliver clarity and confidence in every season of life. Our commitment is to serve as trusted stewards and forward-thinking advisors, empowering families to live richly today while creating meaningful legacies for tomorrow. We offer: • Professional Investment Management• Collaborative Wealth Planning• Tax Minimization Strategies• Trust & Estate Planning Services. Click "Contact Us" today to get started.
Welcome

At The Wolf Group, we help exceptional individuals and families align their wealth with purpose -- helping to enhance their lifestyle, empower future generations, and create lasting impact through thoughtful planning and disciplined investment management.

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
Senior Vice President, Senior Financial Advisor
414.270.1531
David Urban
Senior Financial Advisor
414.270.1571
Hailey Danyell Eller
Officer, 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.
Tom Lawson
Endowment and Foundation Specialist
Bank of America, N.A.
Brenda Dolan
Wealth Strategies Advisor
Merrill
Bryant Wolfson
Alternative Investments Sales Desk Specialist
Bank of America, N.A.
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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.

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