Several years ago, when we formed the Glaser, Palan & Soshnik Wealth Management Group of Wells Fargo Advisors (GPS Wealth Management), 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. Furthermore, we added to our depth and breadth of services by joining one of the world’s premier financial institutions – Wells Fargo Advisors.

Our practice combines complementary skills and talents to dramatically increase the resources and capabilities available to you from specialists both within the team, as well as across Wells Fargo.  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. We have 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.

We came together as a team and joined 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 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.