Your Goals and Dreams, Our Guidance

The Phelan-Difley-Again Group of Wells Fargo Advisors is a highly credentialed wealth management team with more than 85 years of combined knowledge.  We are dedicated to offering you the highest level of personalized service along with an uncompromising commitment to integrity.  The group has been honored for our best practices in Client service and productivity with the distinction of Premier Advisors.  We work with a limited number of successful individuals and their families, business owners & professionals, trusts and non-profit organizations in 25 states nationwide.

Your financial success is our highest priority.  We specialize in providing clarity through a well-organized, comprehensive investment plan to:

  • Manage your income and investments
  • Inform and adjust to changing markets & needs
  • Plan for a comfortable retirement
  • Help protect your family legacy and trust
  • Structure services and retirement plans for businesses and executives

Wells Fargo Advisors is not a tax or legal advisor. 
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.

Wells Fargo Investment Institute’s 2021 outlook for the economy, equities, fixed income, and real assets.

2021 Outlook - Forging a Path Forward

News and Insights

Wells Fargo Investment Institute – Sustainable Investing

Sustainable Investing

Sustainable investing is gaining popularity as investors increasingly seek to align their investments with their personal values. One way to accomplish this goal is to…

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Wells Fargo Advisors Six Strategies for Weathering Market Volatility Report

Six Strategies for Weathering Market Volatility

Whenever there’s market volatility, investors naturally become concerned about what they should do to help protect their portfolios. Although there are some strategies that are…

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Recently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary below highlights some of the provisions that...

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Why Invest With Us

Why Invest With Us

Investment and Insurance Products Are:

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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.

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