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.
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.
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.