Helping Clients Succeed Financially


Viator Wealth Management Group is a Wealth Advisory Group that uses comprehensive investment planning and a deep understanding of client’s needs to help individuals “navigate the maze” to work towards their goals. Our team of five offers a client-centered approach with access to extraordinary global resources.

Your Goals and Dreams, Our Guidance

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
1. FAMILY FINANCIAL OVERVIEW
  • Clarify family values, goals and objectives
  • Assemble consolidated financial statements
  • Identify and triage immediate financial priorities
  • Create financial organizational binder
2. DEVELOP A PLAN
  • Define an ideal and acceptable lifestyle
  • Identify sources of income
  • Optimize spending and saving priorities
  • Implement Envision® plan and financial strategy action plan
3. WEALTH AND INVESTMENT MANAGEMENT
  • Executive summary
  • Portfolio review
  • Customized portfolio solutions
  • Third party investment management services
  • Cash management services
4. LIABILITY MANAGEMENT OFFERED THROUGH WELLS FARGO OFFICIATES*
  • Liability analysis and optimization
  • You have access to lending products and services, including:
    • Securities-based line of credit
    • Residential mortgages
    • Home equity financing
    • Small-business financing
    • Credit cards
5. RETIREMENT PLANS AND COMPANY BENEFITS
  • Retirement plan analysis and coordination
  • Executive stock compensation strategies
  • Managing and understanding corporate benefits
  • Concentrated equity strategies
6. RETIREMENT INCOME PLANNING
  • Design tax efficient streams of income
  • Incorporate life cycle spending strategies
  • Administer required minimum distributions
  • Develop Social Security and Medicare planning strategies
7. INSURANCE AND ASSET PROTECTION**
  • Policy reviews and needs analysis
  • Life and disability insurance
  • Extended care planning
  • Wealth replacement strategies
8. LEGACY PLANNING AND PHILANTHROPY
  • Beneficiary and account titling review
  • Estate and wealth transfer strategies
  • Philanthropic and gifting techniques
  • Donor advised funds
9. ADVANCED PLANNING
  • Business succession planning
  • Intergenerational planning
  • Life management services
  • Education planning
10. COORDINATION WITH CPA AND ATTORNEY***
  • Collaborative meetings
  • Open and proactive communication
  • Legacy document and tax return reviews
  • Tax control strategies

Important Disclosures:
  • *Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
  • **Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
  • ***Viator Wealth Management Group, Wells Fargo Advisors Financial Network and its affiliates are not legal or tax advisors.
We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to:
  • Keep each other informed of any new developments that might affect these strategies.
  • Meet to review your investment plan and be prompt and prepared for those meetings.
Together, we can build an effective, long-term working relationship.
At Viator Wealth Management Group, we strive to:
  • Treat you with respect, honesty, and dignity.
  • Act as your advisor, putting your interests first.
  • Acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time frame.
  • Explain the implications of the strategies we propose.
  • Update you by email, mail, and phone.
  • Be prompt and prepared for our meetings.
  • Meet with you to review your investment planning needs.
  • Respect your confidential information.

Our Desire

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we work with you to create a strategy that fits you. You can trust we will responsibly perform all requested services and that we will be available, when you need us. All we expect in return is effective communication and mutual respect to create a successful relationship. To the prospective client reading this, you got this! We would welcome the opportunity to work with you.

Give us a call.

Your Viator Wealth Management Team is ready to navigate you through the maze.