Wealth Management
Wealth management is simply explained as the supervision of an individual's assets and property to avoid unnecessary taxes, maximize the value of the estate, and preserve it for future generations. Wealth management can encompass all aspects of an individual's monetary well-being including financial and investment advice; tax, income, and accounting services, in addition to all estate planning matters.
Attorneys who provide wealth management services generally specialize in a variety of estate planning areas. The legal team at Wollman, Gehrke & Associates, P.A. has a broad range of expertise in this intricate area of the law. One attorney at our firm is Florida Board Certified as a Wills, Trusts & Estates attorney and holds a Masters Degree in Taxation. Another attorney also has a Masters Degree in Taxation and was recognized as a “Florida Super Lawyer,” in the category of Estate Planning & Probate, for five consecutive years. One Managing Partner specializes in real estate law, while another focuses on probate administration, trust administration and elder law. The Martindale-Hubbell Law Directory honored these achievements with an AV-rating, the highest rating available which signifies both superior legal ability and professional ethics.
When you contact our firm, a knowledgeable estate planning attorney will review your current and assist in the pursuit of solutions that meet your needs and reflect your personal objectives. Making effective short and long-term wealth management plans today is the best way to protect your legacy for future generations.
Enlist the Guidance of Our Firm
Whether you need financial advice regarding assets, real estate or other investments or help establishing trusts or wills, it is essential to make proper preparations in advance and ensure your affairs are in order. Do not leave tomorrow up to chance; the time to about wealth management is today. Then enjoy the peace of mind which comes with the knowledge that your loved ones will be protected financially and all wishes regarding your estate will be implemented.
With over 50 years of combined experience, our legal team understands that each client is unique, with different objectives, plans, and circumstance. Our attorneys recognize this and have helped countless families formulate successful personalized wealth management strategies and estate plans. These are the qualities that have made Wollman, Gehrke & Associates, P.A. the preferred law firm it is today.
CONTACT OUR FIRM TODAY to schedule a confidential initial consultation regarding wealth management strategies and maximizing the value of your estate for heirs.
What Our Clients Are Saying
Past Clients Are Our Best Advertisements
Serving Naples, FL Since 1994
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"Very professional and trustworthy."Helps to navigate through tough decisions and speaks in laymen terms for those of us who are not educated in the financial and legal world. I would refer Ed Wollman to everyone. He’s my favorite lawyer, ever! Jo-Ann Hendrickx has been more than an asset to the firm, she wears many hats and glides through all of them with ease. She is always available for us, and we are grateful for her concscience effort to help us in any way possible. We Love Her!- Michelle C.
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"We highly recommend their expertise."The office is very professional and easy to work with. Every aspect of our planning was explained in layman's terms with some humor. Our revised trust plus all documents written by them.- Douglass P.
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"The office of Wollman Gehrke & Associates does an excellent job in a professional manner. Jo-Ann Hendrickx is an asset to the firm with her friendly manner and depth of knowledge."The office of Wollman Gehrke & Associates does an excellent job in a professional manner. Jo-Ann Hendrickx is an asset to the firm with her friendly manner and depth of knowledge.- Amy Havig
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"Jo-Ann Hendrickx is a delight!"Such an asset to the firm! Her caring way and hard working values are unmatched! Thank you!- Maria S.
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"Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful."Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful.- Goldie James
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"I highly recommend them!"Ed Wollman and his team are very knowledgeable attorneys who handle their clients with great care. The office manager, Jo-Ann Hendrickx is a true asset to the firm as she is dedicated, hard working and always looking out for everyone's best interests.- Kim R.
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"Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had."Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had. I certainly recommend Wollman, Gehrke & Associates!- Ken Ginsberg
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"They went above and beyond"The most professional and understanding organization, especially during these troubling times. They went above and beyond to to hurdle through many roadblocks to resolve my family’s affairs.- Tom R.