Executives & Professionals

The Trevisan Bearce Group takes the time to build lasting relationships to help you better manage your  wealth and meet your needs now and in the future. The team provides trusted advice and guidance for the many questions that come up throughout your career and your life:

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  • How do I make sure my investments are aligned with my goals?

  • How much do I need for retirement?

  • What can I do to reduce the taxes I am paying on my investments?

  • How can I plan for a career change?

  • How should I plan for healthcare costs in retirement?

  • How do I balance funding education with saving for retirement?

  • How can I put together a legacy plan for distributing my estate according to my wishes?

  • What Social Security options are available and which options fit with my retirement income plan?



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

Comprehensive planning designed around your specific needs.

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.

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