With unwavering focus and over 65 years of collective financial services experience, we offer flexible investment strategies combined with essential risk reduction strategies.


Financial markets can change suddenly and so can life. That’s why we’re with you navigating through the market’s ups and downs, updating you about changing tax laws, planning for your early retirement, managing college tuition bills and much more.

We help you simplify your financial life by managing your wealth holistically⏤aligning your life dreams, business strategies, investment goals, retirement and estate planning needs and risk management strategies. We help you build, manage, preserve and transition your wealth in an independent, objective, unbiased and cost-effective manner.




*Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.
Planning Approach

Wealth Planning 

Who We Help

Client Experience

skyline

Our Team 

Our Latest News and Educational Resources

Find the guidance you need in our Perspectives Library

Compounding

Compounding: The Potential Power of Time 
By Carl Trevisan and Stephen Bearce


Why is time of the essence? The sooner you begin saving even small amounts the better your chance of reaching your retirement goals. Read More
Saving

Saving for Retirement and Your Child’s College Education 
By Carl Trevisan and Stephen Bearce


You want to retire comfortably when the time comes. But you also want to help your child pay for college. With the cost of college tuition increasing and no guarantee that Social Security will be around at the time you retire, the amount of money you need to save may seem overwhelming. How do you balance both of those goals?.  Read More 

Trevisan Bearce 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 (AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NV, NY, OH, PA, RI, SC, SD, TX, VA, WA, WV). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX