The Kopitz Unger Wealth Management Group
of Wells Fargo Advisors

Helping Clients Succeed Financially

Vicki Unger and David KopitzVicki Unger and David Kopitz

David Kopitz, CERTIFIED FINANCIAL PLANNER™ and Vicki Unger have over 50 years of combined experience working with individuals, families and business owners. Learn more about their investment planning capabilities and retirement planning services. By establishing a relationship with The Kopitz Unger Wealth Management Group, we can provide access to Wells Fargo affiliate services.  We are happy to work with your outside advisors as needed. As a client, you’ll get a personal investment plan designed to be tailored to your unique goals and needs.

David has been awarded the Premier Advisor distinction in 2021, held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based either of the past two years, and professionalism.  Additional criteria, included length of service, may also be used to determine recipients. Vicki has decades of experience working with women entrepreneurs. By combining their skills and extensive knowledge, they support all facets of their clients’ financial goals, above and beyond merely buying stocks and bonds.

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2023 Outlook: Recession, Recovery, and Rebound

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News and Insights

Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

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Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

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COVID-19 - Bringing financial relief to a global crisis

Bringing Financial Relief to a Global Crisis

The fallout of the COVID-19 pandemic is being felt around the world. Wells Fargo is working hard to support its customers, employees, and communities...

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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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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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