Our Services

At Person Wright Financial Group of Wells Fargo Advisors, we are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisor, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning, as we work to help you build, manage, preserve and transfer your wealth. 

Your Investment Plan
  • Assess your risk tolerance
  • Rebalance or reposition assets as needed

Education Planning
  • Invest for children or grandchildren
  • Identify suitable tax-advantaged investments

Retirement Assets and Company Benefits
  • Retirement plan investments
  • Stock option grants or restricted stock

Wealth Preservation Strategies
  • Types of ownership; beneficiary designations
  • Wealth preservation strategies