Matthew Wagle, CFP, MBA

Financial Advisor, Managing Director - Investments

Planning Process

Advice Beyond Investing

You expect to receive the best available advice and tailored planning based on your specific needs and those of your loved ones. To help you deliver and meet those expectations, we pull together the information and solutions you need to make the right decisions at the right moments.

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It’s a modernized approach to advice.

Leveraging our industry leading advice tools, technologies, services, and resources simplifies the planning process, and allows you to track closer to your desired outcomes. We want to understand your life beyond your financial needs so that we can identify your true priorities and values. Our LifeSyncSM experience continuously syncs your financial objectives with your personal aspirations and values throughout the many moments of life. The goal is to empower you to make informed financial decisions, big or small, simple or complex, that make a real and lasting impact on your life and for future generations.


Be in the know on the go with LifeSync® in the Wells Fargo Mobile® app - Click here to learn more


Our Process: 

Step 1. UNDERSTAND

It always starts with you and your family. We help you answer, What are the things I value most?



Step 2. PLAN

Our planning technology helps you consider, How can my money make the most impact?



Step 3. PROPOSE

Next, we recommend a plan, so you can answer, What are my options and how do they play out?



Step 4.  IMPLEMENT

We put your plan in actions, so you can best decide, What is my best next step?



Step 5.  REVISIT

Your plan continues to evolve and adjust and you will always be able to answer the question, Am I still on track?



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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