More than a decade ago, we came together as a team with the belief that our combined areas of expertise would allow us to make a difference in our clients’ future financial success. As we continue to seek opportunities and solutions for you and all of our clients, we decided to combine practices to form the Glaser, Palan & Soshnik Wealth Management Group of Wells Fargo Advisors (GPS Wealth Management). Furthermore, we will be adding to our depth and breadth of services by joining one of the world’s premier financial institutions – Wells Fargo Advisors.

Our practice will combine complementary skills and talents to dramatically increase the resources and capabilities available to you from specialists within the team and across Wells Fargo & Company. You will be able to connect with business advisory, tax strategy, and estate planning professionals, and we can provide access to banking and lending services through Wells Fargo affiliates. As the sole advisory team located in the home office of Wells Fargo Advisors, we have immediate access to all of the research, trading, and product specialists within the organization, allowing us to elevate and strengthen our investment team. We’re proud to join a firm recognized as one of the most generous companies in America, collectively giving more than $1 million a day to communities across America. In 2018, Wells Fargo & Company contributed over $10 million to St. Louis area charitable organizations and community nonprofits per https://www.wellsfargoadvisors.com/about/community.htm .

Though this decision is new to you, we spent 18 months soul searching, researching firms, talking to professional colleagues, and meeting management leadership at Wells Fargo Advisors before coming to this decision. It’s important to us that you know we chose to come together as a team and join Wells Fargo Advisors with you in mind. While we were aware of the firm’s expertise, stability, and standing as one of the world’s largest financial institutions, we’ve found that Wells Fargo Advisors combines the capabilities and best practices available through a large, national firm with a client focus more typical of smaller firms.

We will continue to reach out to you in this process to share more about Wells Fargo Advisors, and all that our new combined team has to offer. Please refer to our transition site LINK for further details to begin and/or authorize the transfer of your account(s) to Wells Fargo Advisors. You can reach us at (314) 242-3005 and we can help guide you through the transition. As always, we sincerely appreciate the opportunity to serve your investment needs, as well as the trust you place in us to help you pursue your financial goals.