Who We Are
Brought together by a commitment to client-focused investment management, we established our team in 1998. Since that time we expanded our territory to include an office on Virginia’s Eastern Shore. The Alcaraz Fisher Justis Wealth Management Group of Wells Fargo Advisors brings specialized skills to the development and implementation of strategies for our clients that encompass such disciplines as retirement planning and asset management for institutions and high net worth individuals and families. Together we are committed to providing sound financial advice.Let us help you
- Retirement Planning through our “Envision®” process.
- Consulting on Defined Benefit and Defined Contribution Retirement plans.
- Investment Advice and management (stocks, bonds, mutual funds, annuities).
- Review and Structure Life Insurance coverage.