Wealth management can be a tricky and highly complicated business. You are handing the money you made selling your company, your inheritance, or your life savings to someone else. We believe having a financial advisor can be beneficial in times like these. Besides the market knowledge and relevant experience on the side of the advisor, the understanding of the clients’ needs can’t be overestimated. Financial Advisors who sustain strong relationships built upon collaboration and a mutual understanding of financial goals can help their clients work to find success.

The Kopitz Unger Wealth Management Group of Wells Fargo Advisors has worked to successfully build and maintain client relationships.

David Kopitz and Vicki Unger are financial advisors. Three distinctive pillars describe their comprehensive approach to business and clients: Relational, Educational, and Transactional. Their goal is for their clients to experience a deep sense of trust and reliability with the Kopitz Unger Wealth Management Group. David and Vicki are always listening and understanding. They want their clients to feel heard.

David and Vicki work to clearly analyze and understand their clients' goals. David and Vicki treat their clients like they are family. Their relationships with clients have surpassed that of just client and advisor, and often evolved into close friendships.

They work to personalize each experience with their clients. Throughout the pandemic, David and Vicki worked to communicate with clients and wanted their clients to know they were there for them.

David and Vicki can provide access to professionals throughout Wells Fargo Advisors if your unique situation requires the need to do so. They can work with your outside professionals, such as your attorney and CPA as necessary. Please see the examples below which are situations where they feel they can help.

• Do you need help imagining life as an empty nester or retiree? Maybe you just sold your business. Want to volunteer your time and give money but need guidance with the overwhelming number of non-profits that are soliciting your help and donations?

• Are you looking for a sounding board as you brainstorm issues pertaining to your legacy? How much money to leave to your children? Should you convene a family meeting and tell your children about the extent of the family wealth or keep it a secret? Who should lead that meeting?

• Need a sounding board to evaluate competing proposals regarding the sale of your business?

David and Vicki treat every client with care and respect personally and professionally. By strengthening these relationships and working toward creating and executing a plan that is aligned with the investor's overall life goals, Vicki and David aim to be your financial advisor of choice. They have worked across three generations from the same family.

That's the power of the 'WE' in Kopitz Unger Wealth Management.