The Mazziotti-Deegan Wealth Management Group of Wells Fargo Advisors

Our Institutional Consulting Process

Our team specializes in guiding fiduciaries, which are held to the high "prudent expert" standard, through the maze of difficult financial decisions that must be made daily.

We specialize in the following:

  • Develop sound, effective investment strategies in the face of rapidly changing global capital market environments.
  • Manager search and selection.
  • Monitor the progress of assets relative to the risk-adjusted goals.
  • Recommend changes as managers evolve or goals change. 

Consulting to Endowments and Foundations

Understanding Your Fiduciary Responsibilities for Retirement Plans

Retirement Plan Consulting Capabilities
Wells Fargo Advisors and its financial advisors provide non-fiduciary services only.  They do not provide investment advice (as defined under the Employee Retirement Income Security Act of 1974 as amended) have discretionary authority with respect to the plan, make any investment or other decisons on behalf of the plan or otherwise take any action that would make them fiduciaries to the plan under ERISA.

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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY). 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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