Our Clients
Business owners of public and private companies, including professionals, executives, and ultra-high net worth individuals, turn to Paffendorf Wealth Management Group of Wells Fargo Advisors with career retirement goals, wealth management needs, and seeking advice in pre-acquisition and pre-IPO planning. Our expert team is tailored to ensure you receive the best financial advice and support to help you achieve your long-term goals.
J. Greg Paffendorf Sr. is committed to serving his clients' best interests today and preparing them for a more secure tomorrow. Greg is constantly learning to meet the dynamic needs of clients. He maintains his CERTIFIED FINANCIAL PLANNER™ certification, Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA) qualifications with continuing education that analyzes an ever-changing market. CFP® professionals meet rigorous education, training, and ethical standards. As a Certified Private Wealth Advisor (CPWA®), Greg helps ultra-high-net-worth families better understand the wealth management lifecycle. Greg’s qualification as a Certified Exit Planning Advisor (CEPA®) prepares him to uncover risks in an owner's business, build significant value before a transition, and align an owner’s business, personal, and financial goals. Greg consistently demonstrates a deep knowledge of all aspects of equity compensation, including accounting, corporate and securities laws, taxation, equity plan design, analysis, and administration. Greg also holds his FINRA Series 7, 8, 31, 63, and 65 securities registrations. His ongoing commitment to continuing education gives Greg the tools to address complex and unique areas of wealth management. We believe he is qualified to assist professionals, executives and business owners with career retirement and needs related to corporate restructuring, pre-acquisition, and pre-IPO planning.
Paffendorf Wealth Management Group of Wells Fargo Advisors provides you with the customized advice and support you need to maximize your wealth potential. With our help, you can take control of your finances and help secure the future you deserve.