Matthew Wagle, CFP, MBA

Financial Advisor, Managing Director - Investments

Services and capabilities

Years of experience provides us with knowledge across many areas of wealth and investment planning. Using a personalized planning approach and access to a broad range of investment and planning resources, we provide advice beyond investing. We are here to help you, your family, or your organization gain the clarity, information, and solutions you need to make financial decisions aligned with your values, aspirations and goals.

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Wealth Planning

Define your  family’s lifestyle needs

Identify sources of income

 

Personal Financial Organization

Clarify your values, goals and objectives

Identify financial priorities

Consolidate accounts and assets

Portfolio Management

Review portfolio holdings

Implement investment strategies

 

Legacy Planning

Develop and implement a legacy plan

Define and set inheritances

Provide wealth education for the next generation

Review beneficiary and account titling



Special Needs Planning

Help maximize the independence and quality of life for a disabled family member

Access to Special Needs Trusts

Planning for Long-Term care

Provide Trust and estate planning



Philanthropic Strategies

Establish philanthropic goals

Implement strategies

 

Risk/Insurance Planning

Employ customized risk reduction strategies

Review insurance coverages

 

Executive Benefits

Analysis of your ESOP holdings

Options planning and execution

Investment diversification strategies for your portfolio

Advice around tax implications and the potential risks associated with holding concentrated positions

Planning your exit strategy

 

Liability Management

Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:

Residential mortgages

Home equity financing

Business financing

Credit cards



Non-profit organizations

Cash flow management

Investment manager research, review and selection

Investment policy statement development

Board and investment committee education




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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Icon.jpg


Get in touch for a complimentary consultation. 

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, AZ, CA, FL, GA, IL, MA, MD, MN, MO, NC, NJ, NY, OH, PA, SC, TX, UT, VA, WA, WV). 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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