Why Invest With Us
- We can help you navigate life’s financial pathways
- Our innovative planning process helps us keep you on course
- Wells Fargo Advisors is fully equipped as an organization to help you succeed financially
The advantages of working with us
It’s natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. As your Financial Advisors, we can:- Provide advice and guidance to help you focus on your short- and long-term financial goals
- Help you create a plan geared to your goals and circumstances
- Help you focus on and manage other important aspects of your financial life
The benefits of our goals-based planning process
Instead of simply investing toward a dollar amount for a retirement target, our Envision® planning process is refreshingly realistic and innovative. Our approach includes:- An exploration of your unique goals
- An investment plan built to support your needs and goals
- The ability to review your plan to help to keep you on track
- Flexibility to update your plan to reflect life or market changes
- Easy-to-follow reports and updates
A company you can rely on
At Wells Fargo Advisors, we are fully equipped to help you succeed financially. As a leading investment company with a history of serving communities across the nation, we bring both Wall Street vision and Main Street values to our relationships with clients. Other benefits of working with us include:- Comprehensive investment advice
- Advice and tools supported by well-known investment research analysts and strategists
- Access to banking, insurance, and lending services through our Wells Fargo & Company affiliates
Next steps
Let’s invest in your future. Call today to schedule a phone or sit-down discussion.Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
eMoney Advisor® — Connecting your money to what is important in your life
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Meet Our Team
For more information, click on a team member.
Robert Sayre
- MBA
- Financial Advisor
- Managing Director - Investments
Timothy Sayre
- Financial Advisor
- Associate Vice President - Investment Officer
John Sayre
- Financial Consultant
- Senior Vice President - Investments
Sylvia Colón
- Senior Client Associate
Our Location
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.