COMPREHENSIVE INVESTMENT PLANNING

BUILDING BRIDGES

Life is a series of transitions. From getting married to starting a family. From career to retirement. From one generation to the next.

To bridge these transitions, you need a sound financial strategy. One that is strong enough to endure through years and decades, yet flexible enough to accommodate continuous change. That is why many successful individuals and families around the country turn to the Parker Private Wealth Management Group of Wells Fargo Advisors.

With years of experience in navigating complex financial markets, the Parker Private Wealth Management Group offers the vision to help you build a long-lasting financial legacy – and the agility to help you preserve that legacy through all types of economic and market conditions.

The professionals at the Parker Private Wealth Management Group are ready to help you move through life’s most important stages with confidence.

Our Envision® Planning Process

Our highly disciplined Envision planning approach offers you an effective way to identify your highest priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio’s performance against a standardized index, such as the S&P 500, we monitor your progress toward achieving your life goals on your own fully customized index.

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Our Retirement Plan Service Commitment

Acting as a fiduciary to your retirement plan, we will help support your investment committee in the development and implementation of a structured retirement program. Leveraging a depth of experience and our firm’s robust capabilities, we counsel in all aspects of plan management to help ensure plan trustees meet their fiduciary responsibilities while providing education and guidance to assist employees in pursuing their retirement goals.

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financial advisor consulting with clients

Our Comprehensive Services

The Parker Private Wealth Management Group specializes in providing a wide array of investment planning services and advice to individuals, businesses, trusts and nonprofit organizations. As of June 2018, our team manages over $1.5 billion and consults to more than 80 corporate retirement programs.

Start Building Your Bridge to the Future

Just as a great bridge needs constant maintenance, investment plans require ongoing attention and continual updates to keep pace with changing conditions.

With the many demands on your time and the sophistication of today’s markets, it no longer makes sense to face life’s transitions alone. That’s why now is the time to get experienced guidance on the financial decisions that will affect you and your family for years and generations to come.

For more details on how the Parker Private Wealth Management Group of Wells Fargo Advisors can help you build your bridge to the future, please contact us today. Click here to get in touch via email.

30 South 17th Street, 20th Floor • Philadelphia, PA 19103
Main: 215-564-8856 • Toll Free: 800-331-4262 • Fax: 215-564-7979