Susan J. Pye, CFP, RICP, CDFA

CERTIFIED FINANCIAL PLANNER™

Building Wealth


Building deep relationships with you and your family takes time and trust.

We leverage the experience and expertise of our team and the resources of Wells Fargo Advisors to help manage your wealth more efficiently.

We work diligently to ensure you are prepared to meet life’s milestones and can help with strategies to address your questions, including:

How much do we need to be setting aside for our retirement?

What can I do to reduce the taxes I am paying on my investments?

How will a job change at this point in our career affect our retirement planning?

How much do we set aside for our children or grandchildren’s education?

Can we afford to have a second home?

What insurance coverages do we need to protect our family and assets?

How do I create a new roadmap for my own retirement after divorce?




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 (FL, MA, ME, NH, SC). 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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