Our Client Commitment
Our promise is to continuously work to help meet your financial needs while simultaneously supporting and encouraging your life ambitions including helping you take care of the people you love!
Our pledge is to provide a consultative relationship that helps keep you appraised on the progress of your uniquely engineered investment plan.
Our goal is to leverage our comprehensive wealth management strategies to ultimately help you create a lasting personal legacy both during your lifetime and should circumstance allow, through multiple generations of your family.
Our assurance is to respect confidentiality and most importantly your privacy.
Our vow is to provide you and your family with a positive client experience.
Our goal is to leverage our comprehensive wealth management strategies to ultimately help you create a lasting personal legacy both during your lifetime and should circumstance allow, through multiple generations of your family.
Our assurance is to respect confidentiality and most importantly your privacy.
Our vow is to provide you and your family with a positive client experience.
Things That Matter - The Prosperity Paradigm
Wells Fargo Advisors and its Financial Advisors are not a tax or legal advisors.
*Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an on-going or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Our Planning Philosophy
The cornerstone to creating a broad roadmap that helps manage the prosperity paradigm are nine wealth disciplines that our team created and leverages specifically as the capstone of our investment planning process.
We focus on ultimately helping our clients achieve financial completeness and personal wellbeing by:
Assisting in defining your life goals through crafting a personal blueprint to help you traverse life’s multiple financial challenges.
Engineering a comprehensive investment plan that is created to help identify and facilitate in bridging any financial gaps preventing fulfillment of your dreams.
Maintaining objectivity by employing financial strategies tailored exclusively to your needs and ambitions.
Providing guidance by leveraging a multi-generational approach to managing your affluence by helping you create the financial legacy your family deserves.
Guiding the people you care most about to help ensure that they too are on a track to secure their own financial futures.
Helping you to ultimately navigate your transition to a work-optional lifestyle and eventual retirement.
Practicing effective ongoing communication with you by stressing a sound, disciplined and integrated wealth management experience.
Guiding the people you care most about to help ensure that they too are on a track to secure their own financial futures.
Helping you to ultimately navigate your transition to a work-optional lifestyle and eventual retirement.
Practicing effective ongoing communication with you by stressing a sound, disciplined and integrated wealth management experience.
Managing the Prosperity Paradigm
Wells Fargo Advisors does not provide tax or legal advice.
Clients should review any planned financial transactions that may have tax implications with their tax or legal advisors.
Our Team’s Strengths
A DISCIPLINED Approach to Managing Prosperity
Wells Fargo Advisors and its Financial Advisors are not a tax or legal advisors
Our investment planning process remains the bedrock and foundational pillar for each client relationship. Your journey begins with us through our developing an appreciation of your family’s needs along with an understanding your aspirations for their wellbeing!
At the Pienkosz Financial Group of Wells Fargo Advisors, every investment portfolio is managed such that our guidance helps you feel comfortable no matter the direction of the global economy or world capital markets.
At the Pienkosz Financial Group of Wells Fargo Advisors, every investment portfolio is managed such that our guidance helps you feel comfortable no matter the direction of the global economy or world capital markets.