Robert Liphardt

I love what I do. It goes beyond investment advice. It's helping people accomplish good things and I'm proud to say that over the years, I've built enduring relationships and friendships with my clients and their families. My career in financial services began as a stockbroker in Chicago over 30 years ago. I was inspired by my father, who was a successful stockbroker with Goldman Sachs and led a very full life. His father was also a broker. That's three generations and counting. Today, my role is much more dynamic and the advice I give is not just financial. My goal is to understand you, your financial needs, challenges, passions and priorities. Listening and understanding the things that often aren't directly said. I help provide objectivity and clarity to concerns that can be personal and emotional. We all need a partner. Together we will review your goals, discuss ideas and develop a strategic plan for managing your wealth and estate. I help simplify and manage what can be complex and confusing. My advantage is having access to all the specialists and extensive resources of Wells Fargo Advisors. They've proven to be a tremendous help over a wide range of capabilities. I also coordinate with your CPA and attorney. My wife Kristina, is a Director with the tax and consulting firm EY. Our son is at ASU and our daughter, SMU in Dallas. Both Business Majors. We recently traveled to France and Spain, skied Aspen and climbed Mt. Norquay in Banff Canada. Incredible. As a family, we still prioritize giving back by participating in a variety of charities. Let's talk.