Serving Your Wealth Management Needs

We are passionate about working with multigenerational families and beneficiaries of wealth to facilitate the often-complicated wealth transfer process. With special attention to tax-efficient strategies, we invite your family, business partners, or heirs to join our conversation. Your financial advisor can help you work through the details of your estate plan, and through Wells Fargo affiliates, you have access to proprietary and non-proprietary trust services.*

Unexpected things happen in our lives all the time, and we encourage our clients to stay ahead of surprises by having conversations early and often about the process of wealth transfer – the when’s, how’s, and why’s.

As you approach or transition into retirement, our team is dedicated to help you produce the income you need to match the lifestyle you want. We help pre-retirees determine appropriate timing for retiring, and we work with post-retirees to protect their income through life, disability, and long-term care insurance. After a lifetime of working hard to build your wealth, we want you to experience its full benefits after you’ve retired.

At The Burke Rynkar Puglia Group, we utilize external, independent research to stay informed about the latest developments in the markets. The analysts provide factual and objective perspectives that help our financial advisors make informed investment decisions. No conflict of interest. No biased research. When we work with our clients to make investments decisions, we want the evaluation of each investment, sector, and economic trend to be clear. We use this research and apply it to your customized goals and needs – it’s an integral part of creating a sound strategy for managing your portfolio.