Your Goals and Dreams, Our Guidance
The Drapers assist with both sides of the balance sheet, along with providing retirement services. They have experience building lifelong relationships with their clients, and their practice is family-run with two CERTIFIED FINANCIAL PLANNERTM practitioners, John Draper Sr. and Derek Draper, providing more than 56 years of combined industry experience. The Draper Wealth Management team provides services across the following categories:
Strategic Planning- Intergenerational Wealth Transfers
Deferred Compensation Plans
Insurance and Tax-Efficient Investment Planning
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
2023 Outlook: Recession, Recovery, and Rebound
News and Insights
Wells Fargo About Money Podcast
Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.Read More
State of the Markets
A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...Read More
Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...Read More
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.