At the Pienkosz Financial Group of Wells Fargo Advisors, we believe successful investing begins with an investment plan and then implementing strategies through a wealth management process that seeks to reduce emotionally driven decisions.
The Pienkosz Financial Group of Wells Fargo Advisors is a team of financial professionals dedicated to helping our clients create, grow, and manage their wealth so they can ultimately achieve financial completeness for themselves and the ones they love.
Our priority is to help empower our clients to make informed choices that shape their financial futures. We help guide them through the complexities of investing and retirement planning, as well as the essential aspects of wealth creation, preservation, and eventual distribution. Our approach helps ensure that these strategies benefit our clients both during their lifetimes and for generations to come, particularly those families with a disabled or special needs family member.
We strive to be a trusted resource for our clients — someone they feel comfortable consulting about their finances along with other aspects of their lives. Understanding our clients’ aspirations is central to our process, and we offer a dedicated team equipped to help grow, preserve, and manage each client’s unique earning potential.
Our goal is for every client to enjoy working with us as they pursue the transition of their hard-earned prosperity to their loved ones. We also aim to provide reassurance and support, helping clients feel comfortable and prepared to navigate any unexpected changes, whether those are windfalls or challenges that may arise in their lives.
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Special Needs Family PlanningAlthough we work with a wide range of clients from all walks of life, one of our passions includes working with and helping families who have children, or adults, living with special life management needs, or disabilities. Without doubt, one of the most rewarding things we do is help these families uncover a means to provide supplemental care for their special loved ones.
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Sports & Entertainment Program (SE-AWMATM)We are also fortunate to be able to advise several entertainment and sports professionals, as our team is accredited by Wells Fargo Advisors as Sports & Entertainment Program (SE-AWMATM) advisors. This accreditation encompasses a proficiency in delivering holistic wealth-servicing experiences, fined tuned to address the unique and often complex needs of high-net-worth individuals working in the sports and entertainment profession.
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Our Investment Philosophy
We believe that successful investing starts with a well-crafted investment plan. By establishing a clear strategy from the outset, clients are better prepared to pursue their financial objectives.
Wealth Management Process
Our wealth management process is designed to help clients implement financial strategies that minimize emotionally driven decisions. This thoughtful approach aims to provide greater confidence and clarity throughout every stage of your financial journey.

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