Private Wealth Financial Advisor

Our experience has shown the myriad ways to manage significant wealth can exceed the knowledge base of one financial advisor. That’s why we embrace the value of a team approach to address every client’s unique challenges and opportunities. We plan for and address the complexities of wealth management by drawing on vast resources within Wells Fargo Advisors as well as providing clients access to specialists within Wells Fargo Bank. *Additionally, we collaborate with our clients’ other professionals to help guide the implementation of a fully integrated plan. 

*Wells Fargo Bank, NA is a bank affiliate of Wells Fargo & Company.
Backed by the strength of Wells Fargo Advisors, Bezilla Kinney Phifer Wealth Management Group leverages our resources to provide you with industry-leading planning tools, technology, and advice that you need to succeed. Learn more about the resources available to you:

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Education Planning

> Saving for college & 529 plans

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Wealth Protection - Estate Planning Strategies

> Estate planning guide

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Lending and Banking Services through Wells Fargo affiliates

> Borrowing products and solutions

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Risk Management -Insurance Planning

> Insurance as part of your investment plan

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Retirement Plan Distributions

> Managing retirement plan savings when leaving a job

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Trust Services through Wells Fargo affiliates

> Trust Services

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Charitable Giving 

> Charitable giving strategies

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Corporate Executive Services

> Services for corporate executives