James Zeutzius, Charlie Hutchinson, David Sosa, and Caroline Werlin
As a wealth management team, we help clients to develop financial goals and implement a plan to reach those goals. Our aim is to make a positive difference in the lives of our clients. We seek to add value to our client relationships that is unmatched elsewhere.
This site is a resource for you to use and we encourage you to check back often as articles and newsletters are updated regularly.
Our Learning Center has monthly newsletters and articles on various financial and planning topics as well as some helpful financial calculators. And with the Market Watch link you can get a quote, look up a symbol or get a snapshot of today’s market.
We think you’ll find some helpful information here, and we invite you to take a look around!
The Zeutzius, Hutchinson, Sosa Wealth Management Group
Of Wells Fargo Advisors
California Insurance License # 0A69674, 0D34386