A tailored financial approach based on who you are and your areas of interest.
Long-term Relationships: We work with over 30 independent women ranging in age from their early 40’s to over 90 years of age.
Advice and Guidance: We help guide women through many different types of transitions, including death of a spouse, divorce, and career changes or helping them plan to provide for parents or special needs children.
Planning based on your needs: Our custom planning process helps identify assets in the household and invests them to generate cash flow to meet specific needs, as well as providing the necessary conservative, long term growth needed to minimize the chances of outliving their money.
Advocates for your success: We take the time to listen to your most important goals and help you develop those goals. We provide the resources and foundation so you not only accomplish those goals, but have the time and confidence to enjoy life.
This information is intended for use only by residents of (AZ, CA, CO, FL, ID, MT, OH, OR, TX, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.
For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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