Matthew Wagle, CFP, MBA

Financial Advisor, Managing Director - Investments

Who We Help

AAA-2022-Ind-and-families.jpgIndividuals and Families  

We start by building a personal relationship with you and your family. Our process required successful collaboration between you, your family and our team members. Working together, we will design strategies to help you manage your wealth now and grow it for the future. We leverage the expertise of each team member, coordinate with your outside professionals, and implement strategies to meet your goals, prepare for life events, and address all facets of your financial life.




AAA-2022-Bus-owners-execs.jpgProfessionals & Corporate Executives

As a corporate executive, your employee compensation package is a very important part of your wealth. We can help build wealth through proper tax planning and guiding your decision making regarding how to manage and when to execute your employee benefit strategies. Through Wells Fargo Advisors and its affiliates, we have access to the products, platforms and professionals necessary to help fulfill your needs including:

+ 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




AAA-2022-Non-profits.jpgNon-Profit Organizations

In order to fulfill your mission, your organization needs reliable resources and funding now and in the future. We understand how important these finances are in achieving your organization’s goals. As trusted partners, we help you explore financial opportunities and avoid the obstacles. Your organization will enjoy personalized advice and helpful guidance to address many of your financial questions and concerns.




AAA-2022-Next-Gen.jpgNext-Gens

Whether you’ve inherited wealth or are a working professional, managing the details of your finances can be a challenge. Our comprehensive planning and wealth management process considers everything: your assets, liabilities, income, expenses, insurance policies, employee benefits, and more. By understanding both your assets and liabilities, we can help you make informed financial decisions about your future.

 




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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