Susan J. Pye, CFP, RICP, CDFA

CERTIFIED FINANCIAL PLANNER™

Enjoying Retirement



Our team is focused on helping you meet your goals in retirement. We help you prepare for what’s ahead and put together a retirement income plan to keep up with the future. We can help you answer questions such as:

What risk managed investment strategies are appropriate for my needs in retirement?

Are there ways to reduce my taxes and boost my retirement income?

How can I put together a legacy plan for distributing my estate according to my wishes?

How do we foster sound family financial values across generations?

Are my charitable donations made in the most tax efficient manner?

How do I best plan for healthcare and long-term care expenses?




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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.