Bringing Confidence to Your Investment Planning


We specialize in helping families pursue their financial goals through prudent planning and investment advice. Senior Financial Advisors, Michael Nunno, CIMA®, CFP® and Carolyn Porter, CPWA®, CRPC® have over 40 years of combined experience in the financial services industry and bring focused and honest insight to clients’ financial strategies. We take a comprehensive approach to understanding your financial goals and life dreams and will work with you to build a plan to help you pursue them.

Meet Our Team

Leave this empty:

Thank you for your submission!

2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

Get the report