Your Trusted Advisors in Wealth Management

The McDonald Wolfe Frazier Wealth Management Group of Wells Fargo Advisors provides personalized advice and counsel for all aspects of their clients’ financial lives. With seven team members encompassing nearly 150 years of experience, we leverage our skills and knowledge to help clients forge a path in the direction of their life goals and dreams.

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A team of professionals dedicated to your future

Identifying a Financial Advisor for a long-term relationship is an important decision. We are a team of professionals who build our client relationships on a foundation of knowledge, experience and integrity.

We offer:

• One of the largest asset management teams within Wells Fargo Advisors, with more than $900 million in assets under management

• Two Financial Advisors that have been named 2022 Premier Advisors by the firm
- Jason R. McDonald, CFP, Managing Director - Investment Officer
- Neile Wolfe, Managing Director - Investment Officer

• Three specially trained Fundamental Choice portfolio managers able to select securities on your behalf if you desire

• A CERTIFIED FINANCIAL PLANNER™ professional

• Three Client Associates who are registered, each with more than 15 years of experience with Wells Fargo Advisors

With you every step of the way

We begin by listening to make sure we understand the full range of your financial situation, time horizons, risk tolerance and objectives. Then we work with you, leveraging Wells Fargo Advisors advanced technology and specialists where needed, to customize a portfolio designed with your goals in mind – from saving for children’s and grandchildren’s education to planning for retirement to developing wealth transfer strategies for future generations. In addition to working with individuals and multigenerational families, McDonald Wolfe Frazier provides employee retirement plan guidance to Human Resources professionals for companies of all sizes, ranging from small businesses to Fortune 500 companies.

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Comprehensive services for the long-term

At various points in your life, you may need tailored advice and access to wide ranging resources and options. We can collaborate with you in in a myriad of ways:

• Investment plan development and tracking 

• Education funding for children and grandchildren

• Risk management strategies including diversification, insurance and annuities3  

• Access to lending services through Wells Fargo affiliates4

• Tax-sensitive investing5

• Estate planning and wealth transfer strategies including philanthropic giving6

 If you’d like to learn more about us and how we can help, feel free to contact us.

*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Wells Fargo Advisors is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and/or lawyer to help meet your financial goals.


The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
3 Insurance products are offered through non-bank insurance affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
4 Lending products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.
5 Wells Fargo Advisors and its affiliates do not render legal, accounting or tax advice. Please consult your tax or egal advisors before taking any action that may have tax consequences. 
6 Any estate plan shoud be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
The Fundamental Choice program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.