James Nolte, CFP®, Managing Director-Investment Officer and founder of Nolte Wealth Management Group of Wells Fargo Advisors, was ranked as the top advisor in Fort Myers on the 2018 Forbes Best-In-State Wealth Advisors list. Nolte is among the top 10 in all of Southwest Florida.
The annual Forbes Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms. Forbes researched, interviewed and assigned each a ranking within their respective states. The state of Florida is divided into two regions, north and south, with the southern region covering North Port south on the west coast, Palm Beach Gardens south on the east coast, and the inland areas in between.
Nolte has more than 40 years of experience as a financial advisor with a focus on helping clients and their families preserve their wealth and grow their investments. He leads a team of six at Nolte Wealth Management Group, including fellow financial advisors Nick Chlumsky, CFP® and Al Rich, CRPC®.
“This is a great honor for me,” Nolte said. “Growing my business and team over the last 40 years has been my life’s work. This recognition is as much an honor for the entire Nolte Group and each of our clients as it is an honor for me.”
Nolte began his financial services career in 1975 in Fort Myers. In 1979, he became the second Certified Financial Planner in Lee County. He continued to grow his career from there, becoming a regional branch manager for A.G. Edwards. In 2006, James retired from management and founded the Nolte Wealth Management Group.
About the Nolte Wealth Management Group
James Nolte is the founding member of the Nolte Wealth Management Group of Wells Fargo Advisors. They have been helping clients to and through retirement for over 40 years. The Nolte Wealth Management Group is responsible for over $400 million of client assets as of Dec. 31, 2017. The group specializes in building, managing, preserving and transitioning wealth for a select group of high net-worth individuals and families. The group’s primary client base is in Southwest Florida, but they serve clients in over 30 states across the U.S. For more information, visit noltewealthmanagement.com.
About Wells Fargo Advisors
With $1.69 trillion in client assets as of December 31, 2017, Wells Fargo Advisors provides investment advice and guidance to clients through 14,544 full-service financial advisors and referrals from 4,534 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of December 31, 2017.www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investments, mortgage, and consumer and commercial finance through more than 8,300 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 263,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. 0218-04115
The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
