Contact Info

Satellite Office: 282 Ed English Drive, Building 6, Unit E, Shenandoah, TX 77385
Phone: 281.404.9114
Fax: 936.271.4339

Main Office: 1551 North Tustin Avenue, Suite 100, Santa Ana, CA 92705
Phone: 888.333.7807
Fax: 714.884.3728

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The Hammersmith Group of Tustin Centre Wealth Advisors is here to help clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. Investment planning is an ongoing process of preparing for and taking appropriate action during critical financial events. Wealth planning involves building, preserving and ultimately transferring your wealth.

The Hammersmith Group will help you develop strategies designed to enhance and preserve your wealth and estate for your family. They use over 30 years of extensive professional experience in all areas of investment planning to help pursue your goals. In addition, they employ the vast resources of the Wells Fargo Advisors Financial Network and Specialists in the areas of Liabilities Management and Estate Investment Planning including:

• Retirement Planning - Determining how much you need to retire comfortably. Helping you review assets before and during retirement.

• Tax Strategies - Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.

• Estate Planning Strategies – He can work with you and coordinate with your other advisors, including your CPA and attorney, to develop an estate planning strategy including reviewing your wills / trusts, help preserving your estate for your heirs and help with reducing potential exposure to estate taxes and probate costs.

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state

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, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY). 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.

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