At the McAfee Financial Consulting Group of Wells Fargo Advisors, we bring over a century of combined investment experience to the table while working toward your wealth management goals. We cater our services to high-net-worth and ultra-high-net-worth clientele, taking the time to understand the intricacies of your life and goals so we can offer specialized, bespoke services to suit your needs.
Our breadth of knowledge is vast, but our services typically address client needs centered around retirement planning, investment planning, and business succession services, alongside other services to suit business owners.
As a family team ourselves, we are uniquely positioned to address your needs. Our team works in concert to address your needs, providing you with a flexible and friendly environment that aims to earn your trust. Additionally, we can collaborate with your attorneys, private bankers, CPAs, and other professionals to help guide the implementation of your fully integrated plan. With the plan in place, we help you manage your wealth utilizing the appropriate solutions from a wide range of services.