Charting a Course for Your Financial Future

The Armillary Group is a seven-person practice whose professionals span four generations and have more than 125 years of combined experience. Our highly credentialed, multi-disciplinary team has diverse skill sets in all areas of wealth management and institutional consulting.

The Armillary Group’s name is derived from an ancient maritime instrument with a long and proud history of helping mariners tell time, orient their ships, and maintain a steady course in open seas. We believe it offers an apt reflection of our mission to guide our clients in the right direction to help them achieve their financial and life goals.

An Experienced Team

team photo

Left to right: Phyllis Smith Walkowiak, Senior Registered Client Associate, Assistant Vice President; Lauren Poleto, Financial Advisor, First Vice President - Investment Officer; Lisa S. Oviatt, Senior Registered Client Associate; Matthew J. Ferrara, CIMA®, Client Performance Analyst; John C. Granzow, CIMA®, Managing Director - Investments; Patricia Wilfong, Wealth Planning Consultant; Edwin A. Dalrymple, Jr., Private Wealth Financial Advisor, Managing Director - Investments; Julie Jones, CFA®, Financial Advisor

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We can meet you coast to coast because our client base is nationwide!

The Armillary Group

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 (AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA). 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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