Susan J. Pye, CFP, RICP, CDFA

CERTIFIED FINANCIAL PLANNER™

Investment Approach

Risk Managed Portfolio Management



Portfolio Management

We believe investing is about selecting quality investments for a well-allocated portfolio that provides the income and stability you need. It is important to be able to maintain the type of lifestyle to which you have become accustomed and to help you reach the goals you have for your future.

 

Managing Risk

Based upon your priorities and tolerance for risk, your plan and portfolio are designed to provide a roadmap to help you reach your financial goals without taking on more risk than you are comfortable with.

 

Tax-Efficient Investment Strategies

The long-term impact of taxes on investment returns can take a bite out of your savings. Our tax-efficient strategies help you continue to grow your savings for retirement while striving to address the impact of taxes.

 

Adding Value

Our team is dedicated to ensuring that your needs are always our priority. With a deep focus on you, your family and the next generation, we work to have meaningful conversations and listen carefully. You’ll know you have an investment plan in place to help pursue your life’s priorities and passions.







Wells Fargo Advisors is not a legal or tax advisor.

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

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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