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Your strategic wealth preservation strategy is designed to ensure you are able to maintain the lifestyle you desire:


1. INITIAL CONSULTATION - Sitting down with you and gaining a comprehensive understanding of your current portfolio, social security and any other funds/expenses associated with your retirement benefits.

2. PRIORITIZATION OF GOALS - Examining where you are right now and prioritizing your retirement goals and aspirations for the future.

3. RISK MANAGEMENT ANALYSIS - Review your portfolio, retirement benefits and retirement goals. This helps determine what actions, if any, are needed to mitigate risk and help ensure sustainability.

4. RESOURCE ALLOCATION - Utilization of information collected to strategically align resources, in an effort to maximize cash flow, achieve optimum yields and strengthen overall financial performance.

5. PORTFOLIO REVIEW - Reviewing your portfolio and providing recommendations and strategies that align with your goals and objectives.

Live long and have fun! Let’s sit down and discuss your wealth preservation strategy today.

David Burzotta Financial 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 (AL, AR, AZ, CA, CO, CT, FL, GA, IL, KS, MA, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA). 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.

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