SALT AIR Wealth Management Group of Wells Fargo Advisors

Our Firm

Our team is dedicated to working with individuals and their families to build, manage, preserve and transition wealth from one generation to the next. We believe in building a personal relationship with each of our clients and are commited to taking the time to understand your needs.

Our Firm

A heritage of client service

Wells Fargo Advisors is one of the nation’s premier financial-services firms. Represented by more than 11,000 financial advisors, it was born out of Wells Fargo & Company’s 2009 acquisition of Wachovia Corporation.¹

Wachovia Securities, LLC, which traced its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors’ predecessors were known for service based on trust and knowledge, and for corporate cultures
that put client needs above all else.


Our commitment to you

We will honor our relationship with you:
When you work with a financial advisor from Wells Fargo Advisors, you have someone who takes the time to listen and understand your needs, helps you clarify your goals, and takes the safety and security of your money and investments seriously.

We will be fully invested in your success:
Your financial advisor can help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and regular feedback on your progress.

We will be with you every step of the way:
Your needs and goals will change over time. That’s why your financial advisor will be there to provide ongoing advice — along with the exceptional service you deserve — through the ups and downs of markets and economic cycles.


Areas of distinction

• Unique structure that combines the capabilities of a large, national firm with the best practices of several smaller, esteemed firms
• Dedicated to financial advisors and their relationships with clients
• Exceptional choice and flexibility for financial advisors and their clients through distinct business channels supported by established products, services, and technology


Products and services

• Asset management
• Banking and lending solutions2
• Education planning
• Estate planning strategies
• Investment planning
• Retirement planning
• Portfolio analysis


¹All data include Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC as of December 31, 2022.
²Through Wells Fargo affiliates.

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, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI). 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. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.