At Bender Private Wealth Management Group, we abide by a philosophy that celebrates collaboration across the board. Working with a team of specialists, we draw on the resources and insights of Wells Fargo Advisors and its affiliates to create strategies that reflect the aspirations you have for yourself, as well as current and future generations of your family. Additionally, we believe that while significant wealth brings complex challenges, our experience, passion, and perspectives can help you simplify your life.
We believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about the issues that matter most to you. Worried about managing future health care expenses? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of our firm, we will work with you to develop strategies designed to help address your financial needs.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind that you're on track to help achieve what's most important to you.