Matthew Wagle, CFP, MBA

Financial Advisor, Managing Director - Investments

Featured Articles

**NEW** 2024 Midyear Outlook – Approaching the economy’s pivot point. Read More



2024 Tax Planning Guide. Read More



Ten things you can do to avoid scams and fraud. Read More



Four steps to successful investing. Read More



Tax law changes: What happens in 2024 and beyond? Read More



Staying focused on what’s important in the new year – steps to take to help prepare for the year ahead. Read More



Wells Fargo Investment Institute 2024 Outlook – A pivotal year for the economy and markets. Read More



Social Security and your Retirement. Read More



How Wells Fargo helps protect your personal information and accounts Read More



Wells Fargo Investment Institute - The ascent of generative AI - What investors should know. Read More




Can I retire early? Your ability to enjoy an early retirement could depend on how soon you identify and address any gaps you may have in your plan. Read More


2023 Tax Planning Guide: including deadlines, schedules and more. Read More




Retirement Income Planning - 5 actions to consider now. - Read More




Traditional and Roth IRA Overview



Saving for college. Giving children and grandchildren the opportunity of a lifetime - Read More



SECURE Act 2.0: What you need to know about new retirement savings and distribution rules - Read More




Designate or Change Your Account’s Trusted Contact

To provide additional account security, you have the option to designate trusted contact(s) for each of your Wells Fargo Advisors accounts. See More





What is on your horizon? - Insights for the rising generation of wealth inheritors. Read More 




In The Community - Western Pennsylvania Conservancy 

Two dozen volunteers recently turned out to help the Western Pennsylvania Conservancy plan the annual flower garden and the intersection of U.S. Route 322 and State Route 66 in Marianne, Paint Township. Read More  






Is your investment plan on track? Email us. 

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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.