Papale Financial Strategies Group combines tried-and-true investment strategies with new and creative opportunities that aim to bring you closer to your goals—such as a secure retirement or a legacy to pass to the next generation. Together, we’ll plan for what you need today and what you may need down the road.

Our comprehensive approach

Our team is prepared to address your needs beyond investing. We solve for the complexities of your financial life using broad-based planning strategies that include:

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“We come from humble roots, which has shaped us into straightforward and honest communicators. We’ll challenge you to think outside the box and consider new strategies to pursue your goals.” — David Papale, Managing Director - Investments

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Who we are

Our team provides customized financial planning, asset management, and personal relationships to help you build, protect, and transition your wealth.

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Extensive firm resources

Our affiliation with Wells Fargo Advisors gives you access not only to products, but also to partners and people we trust to make your life easier. We’ll connect you with specialists within the firm who can deliver the full scope of its resources as we implement your financial plan.

We’ll also serve as an advocate with other professional partners by coordinating and consulting with your CPA and estate attorney to seamlessly integrate their expertise into your financial strategies.
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A commitment to service

We are most valuable to clients who want a team they can rely on to streamline every element of their financial lives. In other words, if it involves a dollar sign, we can offer advice.

Our team will help you remain confident and steadfast when the markets are volatile or when your own circumstances are challenging. We are always here for you in whatever capacity you need.
Papale Financial Strategies Group

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, CO, CT, FL, MA, MD, NJ, NV, NY, PA, TX, UT, VA). 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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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