J.P. Cullen , CEPA, CFP, CPWA

Senior Vice President - Investments, Financial Advisor

Multi-Generational Wealth Planning

I have helped many families create plans to build, manage, preserve, and transition their wealth.


My goal is to take the success that my clients have already had, and create ways to extend that success moving forward, so that they can see their family benefit from it.

Together, we will establish your goals and priorities to make sure your plan is in place to help you work to achieve your vision of the future and address questions such as:


How can I build a structure to preserve and pass along my wealth?

How can my plan grow and change as my family changes?

How do I educate my family about my wishes for passing on my wealth?

How can the work be coordinated with my accountant and lawyer to help set up the most appropriate trust for my needs?






Transcript

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
This information is intended for use only by residents of (AL, AR, CA, CO, FL, GA, ID, MI, NC, OH, OR, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

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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