My Services


In addition to being your personal wealth management advisor, we collaborate closely with legal and tax consultants who can address your estate and tax planning needs.  We work side-by-side with you, as a team, to develop an integrated investment plan that fits your unique circumstances.  Your team can address many complex issues including:

- Asset preservation

- Liquidity

- Risk management

- Charitable and philanthropic pursuits

- Retirement Planning

- Education funding

- Business succession

- Wealth transfer

- Family dynamics

- Life Insurance

- Long-term care

- Liability Management 

We go beyond investment management not only to look at your assets, but also your liabilities; not just your account statements, but your will and estate plan too; and not just your lifestyle, but the risks you may face as well.  Together, we weave a tapestry that reflects your life's journey.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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

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 (AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, KY, LA, MA, MD, ME, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI). 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.

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