Origin of our name - 1792 Capital:

The New York Stock Exchange traces its origins to the Buttonwood Agreement signed by 24 stockbrokers on May 17, 1792. It set rules for how stocks could be traded, and aimed to promote public confidence in the markets and ensure that deals were conducted between trusted parties.

Confidence and trust are the cornerstones of 1792 Capital of Wells Fargo Advisors and our team works every day to fulfill the trust our clients place with us. We help create comprehensive planning strategies to help our clients live the life they choose and pursue their most important goals. Learn More

 

Simplifying the complex

Our goal is to take the success that you have achieved and create strategies to extend that success forward, so you and your family benefit. Learn More

 

Collaborative planning

Our planning process is a collaboration with you. We ask about your short and long-term goals then we build a structure and strategies to allow that to happen. Since planning is an ongoing process we make adjustments as your needs change. Learn More


Building and Protecting Your Family Legacy

We take a comprehensive approach and tailor each strategy to your specific goals and risk profile. Your plan will cover the four cornerstones of wealth planning including, investments, asset protection, liability management and legacy and estate planning strategies.  Learn More


AAA Cornerstones 1792-100.jpg

Is your investment plan on track?. Email us.

1792 Capital

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, DE, FL, GA, IL, KY, MD, MS, NC, NJ, OR, PA, SC, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX