The Guinan Financial Strategies Group of Wells Fargo Advisors, Mystic, CT

From Dreams… To Goals… To Flexibility… To Confidence

2024 Outlook: A pivotal year for the economy and markets

Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.

Get the report

Contact Us

Phone

860.572.7011

Email

Email Us

Address

86 Denison Ave,
Mystic, CT 06355

Request Information

2024 Outlook: A pivotal year for the economy and markets

Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.

Get the report

FINRA's BrokerCheck Obtain more information about our firm and its financial professionals

News and Insights

Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money

Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

High Yield Meets Easy Access

Brokered Liquid Deposit is now available with a minimum opening deposit of $100,000. If you’re looking to make your excess cash work harder, this could be an option for you.

Bring Strategy to the Way You Borrow

You follow a strategic investment plan to help you achieve your financial goals, but what about your borrowing needs? Wells Fargo Advisors can help you explore borrowing solutions too.

Be in the know on the go with LifeSync® in the Wells Fargo Mobile® app

Keep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.

Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

Alternative Investment Strategies

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.

Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

Could My Family Benefit from a Family Limited Partnership?

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.

A couple walking on a bridge with their dog

Wells Fargo About Money Podcast

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.

What Gifting Strategies Are Available to Me?

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.

LifeScapes

Lifescapes is your connection to insights and strategies from Wells Fargo Advisors.

Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

COVID-19 - Bringing financial relief to a global crisis

Bringing Financial Relief to a Global Crisis

The fallout of the COVID-19 pandemic is being felt around the world. Wells Fargo is working hard to support its customers, employees, and communities...

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock...