Tomasulo Mundy Group of Wells Fargo Advisors

Client Solutions

We take the time to build lasting relationships to help manage your wealth to meet your needs now and into the future. We are with you every step of the way and provide trusted advice and financial counsel for many questions that come up throughout your life.

How do I make sure my investments are aligned with my goals?

How much do I need for retirement?

When can I retire?

How do I adjust my plan for a career change, loss of a spouse, or life transition?

What role does my business play in my overall wealth plan?

How do I create the retirement income I need?

What is the best option for taking my Social Security benefit?

How can I maximize my compensation package at work?

What can I do to reduce the taxes I am paying on my investments?

How should I plan for healthcare costs in retirement?

How can I put together a legacy plan for distributing my estate according to my wishes?



“Our personalized approach provides confidence so you can enjoy life and focus on your passionate pursuits.”


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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
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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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