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.
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.
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.
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