Wells Fargo Advisors

April Bartlett, Jack Petersen, Monty Grau
Paul Capeloto, Tama Borriello, Diane Baron

Welcome to The Meydenbauer Group of Wells Fargo Advisors.  We thank you for your interest and encourage you to scroll through the "About Us" heading on the right side toolbar to fully learn about the process we use for family wealth management. 

We have also included a link for timely financial information.  Within this section are articles relevant to financial issues of the day.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

More Newsletters →