Financial Advisors you can trust

The Adelizi Group of Tustin Centre Wealth Advisors offers a full spectrum of financial solutions to meet the needs of our individual and corporate clients.  But that may not be the most important thing we have to offer you.  In our 21st Century marketplace, you as the investor are deluged by an overwhelming number of choices and investment options, and we can’t deny that there’s more than one company that can fulfill your investment needs.  It seems though, that more than ever, what you really need are not just choices, but people to help you make the right choices.  The Adelizi Group of Tustin Centre Wealth Advisors can help you to make wise financial decisions because we base our business on establishing long-term client relationships.  An advisor can only be effective if they listen to you, understand your needs, respond to your objectives, and apply their knowledge and experience to help you wisely navigate your way through the maze of choices out there today. 

With over 60 years of combined industry experience, a reputation of integrity, a shared set of principles, and a three-person team to support you when you need them, we hope you take advantage of the resources that Wells Fargo Advisors Financial Network offers.  Serving you through the Shenandoah and Santa Ana offices, we want to help you create a plan to achieve a brighter, more secure financial future for you and your family.

Areas of Focus

We offer assistance with strategies for growing and preserving your wealth using a comprehensive array of retirement plans, including IRAs and IRA rollovers, SEP, 401(k), pension, and profit-sharing plans.  We also specialize in trust and estate investment planning, life insurance, and education funding.


Planning for Retirement

If you’re like most people, securing a comfortable retirement is near the top of your financial priorities. Whether you’re an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit without jeopardizing the company’s bottom line, we can help you manage your retirement plan needs by supporting your employee education program.  For existing retirement plans, we will analyze your program free of charge and offer solutions for areas of improvement, when appropriate.

Comprehensive Investment Planning

Ensuring that your wealth continues to work in support of your established goals takes careful planning.  As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives.  That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals.  We stay in touch with our clients constantly and meet at least annually to review their portfolios and update their investment plans.  Although we do not provide tax advice, we help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth so that you are in a better position to discuss these issues with your tax professional.  

Our Firm

Unlike any of our competitors, Wells Fargo Advisors Financial Network is a subsidiary of Wells Fargo & Company, one of the largest diversified financial services companies in the world.  Over the past 150-plus years, Wells Fargo & Company has gained a hard-earned reputation for being one of the strongest financial services firms and is widely known and respected for its responsible stewardship of its clients’ assets. 

Wells Fargo Clearing Services, LLC, which traces its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms.  Throughout their histories, our predecessor firms were known for exceptional service based on trust, knowledge and for a corporate culture that put client needs above all else.  Our team through Wells Fargo Advisors Financial Network, offers an objective and holistic approach that provides financial strategies for all aspects of our clients’ lives.