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.

Meet Our Team

Phone

800.541.4377

Email Us

Address

500 Silver Spur Road, Suite 300, Rolling Hills Estates, CA 90275

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Elections Guide for Investors

Wells Fargo Investment Institute analyzes 2020 elections issues and possible market implications.

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News and Insights

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…

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…

CARES Act

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...

Investment Strategy

Weekly market insights and possible impacts on investors from the Wells Fargo Investment Institute Global Investment Strategy team...

Balancing Risk and Reward

Market participants must weigh the amount of risk they are willing to take in exchange for expected return or income. When asset prices begin to rise

Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

Tax Strategies for Retirement Plans

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to

Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

Living Trusts

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes

Social Security Income

Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to

Maximizing Your Insurance Benefits

Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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