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“Great things in business are never done by one person; they’re done by a team of people.” –Steve Jobs

Team Approach

Delivering broader and deeper advice to clients with complex financial needs, requires a team.  We carefully align ourselves with talented attorneys, accountants, trust officers, and other professional advisors to better serve the wealth management needs of our mutual clients. This collaborative approach ensures we maintain a comprehensive and integrated wealth plan for our clients as we work together to deliver high quality services, solutions, and advisory capabilities.

Resources & Solutions

When you work with Lapaz Wealth Management Group, you’ll always be in the know as we maintain open lines of communication and always work as a team. Backed by the strength of Wells Fargo Advisors and Wells Fargo & Company, we can access a wide range of financial resources, investment solutions and specialized wealth services.

 


Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran