What to Expect

We provide a full range of wealth management solutions to serve your unique needs. Working closely with a team of experienced professionals that have deep knowledge and access to specialized resources, technology, and tools, we can develop strategies designed to help you preserve and grow assets while building and enduring legacy.

Investment Philosophy

A successful investment strategy hinges on a goals-based plan guiding capital allocation.

Our principles, developed over decades in diverse markets, emphasize the vital role of disciplined and self-controlled investment behaviors for successful outcomes.

To protect our clients' plans, we advise avoiding behaviors that could jeopardize them. We assure you that each client interaction is handled with sensitivity, acknowledging that even self-aware individuals may be vulnerable to such behaviors.

We’re here to guide you in developing:
  • A diversified investment portfolio through thorough research
  • A customized investment plan addressing your evolving needs and risk tolerance.
  • Tax-efficient and cost-effective investment strategies and solutions.
As part of our premium service, we'll assess your plans, making necessary adjustments for market shifts or life transitions to ensure you meet your objectives.

Core Principles

Introduction Content Image

Clients First – Create a Plan that is all about you.

Financial Avisors hands on a conference table

Trust & Integrity - Commitment to Excellence

family on beach

Positive Family Culture

Our Referral Process

The best compliment we can receive is the referral of your friends, family & business associates. • We are here for your friends and family. • If they are important to you, we will make time to meet with them. • If we are not a good fit for each other, we will do everything we can to point them in the direction we believe will be most beneficial to them. Thank you for your trust!

Michael A. Stern

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 (AZ, CA, CT, FL, MA, MD, MN, NJ, NM, NY, PA, RI, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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.

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