Dedicated Team of Financial Advisors with 50+ Years of Cumulative Experience

We are a team of financial advisors dedicated to helping you with all of your financial concerns. We currently have clients in 24 states that we assist with wealth planning, risk management, estate planning strategies, and investment management.

Our group is comprised of Suzanne Tovar and her son Alex Tovar. We are supported by our Senior Registered Client Associate, Becky Souders. Suzanne is a Managing Director – Investments and has been named Premier Advisor*, since 2006. Since 2020, she has been awarded the Forbes Best in State Wealth Advisors*, Forbes Top Women Wealth Advisors*, and since 2012 has attended the invitation-only Barron’s Top 100 Women Advisors** for the top female advisors. Alex is a Vice President – Investment Officer who holds the CERTIFIED FINANCIAL PLANNER™ certification, and before joining the Tovar Wealth Management Group, was a practicing CPA (non-practicing now). Together we are a collaborative, multigenerational team, dedicated to providing holistic and comprehensive advice to our clients.

Wealth Planning

Our passion is to understand you and your family. As we believe effective wealth management requires a holistic, and deep planning approach. We focus on delivering collaborative advice ranging from retirement planning, investment management, tax-efficient strategies, as well as risk management, charitable giving, and estate planning strategies for your wealth transfer.

Trust, and Understanding the Why

In our experience, two common themes are the key to a successful and thriving client experience. Trust and Understanding the Why. As with all meaningful relationships, they are grounded and cultivated around a deep sense of trust, and we believe this to be an essential and necessary element of our clients' success.

We also want our clients to Understand the Why. Why do I need to invest? Why do I need insurance? Why do I need a trust? Why do I need an investment plan? Asking these questions provides clarity and purpose to the decisions and recommendations we make together with our clients.







Disclosures:

*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**The Barron’s 100 Women Advisors ratings are based on the previous year's asset under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CAR-1122-02359

Tovar Wealth Management Group of Wells Fargo Advisors

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, CA, DC, DE, FL, GA, IA, IL, LA, MA, MN, MO, NC, NJ, NY, OH, OK, SC, TN, VA, VT). 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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