We’ll Help You Handle The Market, No Matter What It Does
Some investors panic sell when the market drops 10%. Others will keep blindly investing in an asset based on euphoria watching its value rise.
We believe investing comes down to one thing: Balance. Not just risk and reward, but emotional highs and lows.
Our team serves as your trusted, calming resource, providing guidance that focuses on building your trust and potential — not self-serving transactions.
We believe investing comes down to one thing: Balance. Not just risk and reward, but emotional highs and lows.
Our team serves as your trusted, calming resource, providing guidance that focuses on building your trust and potential — not self-serving transactions.
More Than Financial Advisors
There is no “financial advisor” degree. But there are advanced designations that help provide smarter strategies — and we’ve earned them.
PRIVATE INVESTMENT MANAGEMENT (PIM®) PORTFOLIO MANAGEMENT
Your portfolio will be tailored with more precision, due diligence and proactive decision making.
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP)
You’ll work with someone who is versed in adjusting allocations during retirement, timing Social Security and other government benefits, budgeting for long-term care and other important matters as you progress in life.
CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®)
You’ll have a better understanding of your pre- and post-retirement financial needs, income strategies, withdrawal strategies and more.
CERTIFIED FINANCIAL PLANNER®
This helps you receive more comprehensive advice, including retirement planning, tax-reduction strategies and estate planning strategies.Wells Fargo Advisors does not provide legal or tax advice.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Are You…
Retired (or about to be) and want to assess your situation? Serious about creating an investment plan to help achieve your goals? Interested in reassessing your asset allocation strategy to prepare for market volatility? Looking for guidance on tax, estate and insurance planning strategies? In need of access to credit or financing like home mortgages, business and/or securities-based lending? Worried about handling inheritances, 401(k) allocations or managing the financial affairs of aging parents?Abravanel and Lenet Wealth Management of Wells Fargo Advisors
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
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