Bob DeWitt, CIMA, CPWA, RICP

CERTIFIED FINANCIAL PLANNER®, Vice President

Who We Serve

Retirees and Those Approaching Retirement
We specialize in helping people who are retired or very close to it (typically 5 years or less). This focus allows us to tailor our services and knowledge to the unique needs of retirees.
 
Diligent Savers
While I believe that our clients would hardly consider themselves to be “rich”, thanks to a lifetime of hard work and diligent saving they have accumulated a retirement nest egg of at least $400,000.
 
Nice People
My team consists of an exceptional group of individuals. We love to work with genuinely nice people with whom we share a mutual respect.
 
Looking for a Trusted Advisor
We believe our clients recognize that the success of their retirement journey is too critical to manage solely on their own. They place great value in receiving expert guidance from seasoned professionals.
 
If this sounds like you, and you have saved at least $400,000 towards your retirement, I would love to connect with you. Let's initiate a conversation and explore how we can assist you. Feel free to reach out.

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 (AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MT, NC, ND, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VT, WA, WI). 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.

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