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.

An Experienced Team

The Parker Private Wealth Management Group consists of talented and dedicated professionals — backed by the substantial resources of Wells Fargo Advisors, one of the nation’s premier investment firms. We leverage complementary skill set to provide clients and their families with proactive, comprehensive portfolio construction, asset allocation, fixed income and concentrated wealth management strategies.

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, you can monitor your progress toward achieving your life goals on your own fully customized index.

Learn More 

Our Retirement Plan Service Commitment

As an advisor 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 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.

Learn More  

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 2021, 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 maintenance, investment plans require attention and 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

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX