A Client First Philosophy. 

Levell Wealth Management is an independent asset management practice backed by the strength and depth of Wells Fargo Advisors Financial Network. As a full-service investment practice we are focused on helping investors prepare for and succeed in retirement. Located in Southwest Florida, our team brings over 50 years of combined investment experience to help our clients successfully navigate through life’s financial challenges.

Your Goals. Our Guidance. 

A comfortable retirement begins with a reasonable plan. Aging with dignity starts with a conversation. We help clients pursue their investment goals with sound financial strategies and advice. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice.
stocks and stats

The Future of Globalization

We examine the impact of technological, economic and political forces shaping our planet.