Our Services 

 We work with a select group of families and individuals to help them manage their financial affairs and plan for their futures. We offer comprehensive wealth management and investment services. 

Braddock WMG Services





Wealth Management and preservation strategies custom suited for each client. 


Retirement planning for individuals and management of retirement plans for small businesses, including rollovers.


Estate Planning Strategies:  While we do not provide tax or legal advice, we work closely with our clients’ attorneys and CPA’s to develop tax efficient investment plans.


Insurance Services: Life Insurance, Term and Long-Term Care insurance.


Access to Lending and Banking services can be provided through Wells Fargo affiliates.









It is important that the relationship we build with you is strong and personal. We invite you to come in and visit to discuss your needs and get to know the financial advisor and team you will be working with.


 




Disclosure
Any estate plan should be review by an attorney who specializes in estate planning and is licensed to practice in your state.
Wells Fargo Advisors is not a legal or tax advisor. However we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Equal Housing Lender
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account for this program is $50,000.00.
Braddock Wealth Management Group of Wells Fargo Advisors

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 (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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