Baller Financial Group of Wells Fargo Advisors is a multi-generational wealth management practice serving successful individuals and families across the U.S. and in Europe. We use a disciplined approach to ensure we are a good fit for all potential clients. Our wealth management process includes investment consulting, wealth management, wealth transfer, wealth preservation and charitable giving. Our group coordinates its efforts with your professional advisors - such as your estate planning attorney and CPA - to ensure your wealth management planning is cohesive.
*Wells Fargo Advisors is not a legal or tax advisor.