No matter where you are on your financial journey, you deserve a team that truly supports your priorities, goals, and values, and offers personalized and holistic investment guidance. We understand that women typically have longer lifespans and different motivations. They often juggle the responsibilities of caring for both children and aging parents and may experience non-linear career paths or other unique circumstances that affect their investment planning needs.

That’s why our process starts with a friendly conversation about you. We ask thoughtful questions and know how to listen for the answers.  Through this dialogue, we aim to understand not just your current financial situation, but also your future vision for your wealth and your life. Whether you’re working as a corporate executive, building a business, nearing retirement, or navigating through a life transition like divorce or death of a spouse. We can assist you across a broad spectrum of your financial needs including helping to answer questions such as:

• How can I better protect and grow my assets?

• Am I maximizing my executive compensation benefits?

• How can I save more, yet still live the lifestyle I want?

• Will my pension and retirement plans be enough for retirement?

• Does it make sense to buy a second home?

• How can I use insurance to help protect my family?

• How will inflation play a role in my retirement savings?

Working with a Certified Divorce Financial Analyst

As a Certified Divorce Financial Analyst (CDFA^®), Margo Hill provides financial guidance to individuals facing divorce­ through all stages of the divorce process. In addition to a strong wealth management background, Margo has completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce. As a Certified Divorce Financial Analyst, Margo brings innovative and creative approaches to divorce cases.  She will clearly explain difficult concepts and settlement options, so you understand the financial implications. 

We can offer a one-time planning engagement for women with less complex investment planning needs or can provide a full suite of planning services to identify and solve for more complex financial needs and challenges.

_{The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.}

_{Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.}

_{Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.}