We are remarkably successful helping clients who are going through life-changing events such as the sale of a business, retirement, changing jobs, marriage, divorce, having children or the loss of a loved one. Regardless of your investment experience or level of wealth, we help you get your arms around your current financial situation and develop a robust strategy with the goal of helping you achieve your financial goals and objectives.
The Pappas Wealth Management Group of Wells Fargo Advisors is an experienced, energized, educated and informed team. Our philosophy is built upon four cornerstones – honesty, integrity, competence, and client service. Additionally, we have the emotional and intellectual commitment to being "the best game in town." We strongly encourage you to compare us to any other financial advisor.
We believe what distinguishes us the most from our competitors is our comprehensive client service system, which we affectionately refer to as, "Clients for Life; We Care Client Service Model." This proprietary multidimensional approach redesigns the client experience by adhering to the following disciplined client-focused process that we call "Three Steps to Relevance."
1. Best intention: We place 100% attention on our client's best interest.
2. Best effort: We engage with our clients at level 10 at all times.
3. Best delivery: We demonstrate exceptional people skills.
We consider, with steadfast conviction, that the reason that we have flourished in our profession is our commitment to serving with purpose and passion to genuinely make a difference in our client's lives. We staunchly believe that those who are passionate about their job and enjoy the process more than the money will succeed beyond their wildest dreams. In other words, when one believes enthusiastically in serving the needs of others without compromising principles and values, money generally follows. There is no more noble occupation in the world than to assist another human being to succeed.
In closing, I suggest that there is remarkably little difference among financial advisors, but the little difference makes a great deal of difference. We would like you to experience the difference.
Harry Pappas Jr. CFP®
Master of Science Degree Personal Financial Planning
Certified Estate & Trust Specialist™
Certified Divorce Financial Analyst™
The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Minimum portfolio size is $250,000. Exceptions may apply.