Your Goals and Dreams, Our Guidance

When Michael Pope, Senior Vice President – Investment Officer, and Patrick Walsh, Associate Vice President – Investments, met in 2015 they had a vision of unifying their individual skillsets and unique experiences to provide clients with a superior wealth advising experience supported by an exceptional level of individualized customer service.

United by a shared sense of pride and privilege in helping their clients succeed, the team’s holistic and multi-generational approach to wealth management seeks to facilitate an environment that welcomes all clients to comfortably and comprehensively tackle life’s financial challenges and address the things that are most important to them.

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Midyear Outlook: Navigating End-of-Cycle Turbulence

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News and Insights

Be in the know on the go with LifeSync® in the Wells Fargo Mobile® app

Keep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.

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Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

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Why Purchase Life Insurance

We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your

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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 (AR, CA, CO, CT, FL, GA, HI, IL, MA, NC, NJ, NY, PA, SC, VA). 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.

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.

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