At the LaLoggia Investment Group of Wells Fargo Advisors, we connect your money to what is most important in your life, today, tomorrow and in the future. You need your money to do different jobs at each stage of life. Whether you’re asking questions about saving for retirement, transitioning your business, or wondering how your money can make the greatest impact across generations to come, we are here to help.
Utilizing the capabilities of Wells Fargo Advisors and drawing of the team’s broad experience across retirement planning, wealth management, business advisory and estate planning strategies, we offer comprehensive solutions to individuals, families, and business owners. Our mission is to leverage our collective knowledge and experience to help clients realized their financial goals and dreams.
Utilizing the capabilities of Wells Fargo Advisors and drawing of the team’s broad experience across retirement planning, wealth management, business advisory and estate planning strategies, we offer comprehensive solutions to individuals, families, and business owners. Our mission is to leverage our collective knowledge and experience to help clients realized their financial goals and dreams.
Meet Our Team
Our team-based approach to client service helps to ensure that there is a dedicated team member available to assist you. Meet the team
From left to right: David Fehrle, Associate Vice President – Investment Officer; Michael V. LaLoggia, Managing Director –Investments; Erich Vargaz, CFP®, Senior Vice President – Investment Officer; Alisa Lee, Senior Registered Client Associate; Michael Teleso, Client Associate
Forbes Best-In-State Wealth Management Teams 2023 and 20241
We are honored to be recognized on the distinguished Forbes Best-In-State Wealth Management Teams 2023 and 2024 list. We thank our clients for their trust and confidence in us.
1 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. View additional disclosures.
Why I love this job.
Children go to college, people retire gracefully, couples move into their first homes, businesses start, charities are supported…all of this, in part, because of the work that we do.