Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

We Love Our Jobs

Watch a video on why the Sayre Private Wealth Management Group loves being at your service.

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 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.

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.