By connecting the important pieces of your wealth, we give you an integrated plan that consolidates and simplifies your financial life.
Financial Clarity
The Benotti & Galpert Wealth Management Group of Wells Fargo Advisors works to simplify and clarify the personal investment plans of C-suite executives, multigenerational families, business owners, and professional athletes. With sound judgment and a disciplined approach, we design tailored strategies to address each client’s unique financial needs—and explain everything in clear, straightforward language.
We believe comprehensive wealth encompasses more than just investments. Our approach
includes the four cornerstones of wealth: investing, liability management, risk management
through insurance and preservation strategies, and access to specialized services such as Wealth Planning, Private Banking, Trust Services, and Insurance through Wells Fargo affiliates.
We believe comprehensive wealth encompasses more than just investments. Our approach
includes the four cornerstones of wealth: investing, liability management, risk management
through insurance and preservation strategies, and access to specialized services such as Wealth Planning, Private Banking, Trust Services, and Insurance through Wells Fargo affiliates.
Personalized Approach
We’re a high-touch team with deep resources behind us.
Our mission is simple: help you make informed decisions, reduce risk, and feel confident about the future.
Pictured from left to right: Matthew Galpert, Managing Director-Investments, Linda Kokjohn, Senior Client Associate; Stephen Benotti, Managing Director-Investments; Maritza Atilano, Senior Client Associate
Where Complexity Ends and Clarity Begins
Innovative Strategies
Implementing creative investment solutions to help grow and protect your wealth.
Investment Management
Lasting Legacies
Helping you make smart, lasting estate planning decisions that support your family’s future.
OverviewContact Us
Unlock your wealth’s potential.
Schedule a meeting today.
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