The Way We Do Business

Have you ever wondered if you are making the right decision financially?  It seems like having someone act as your "Chief Financial Officer" is becoming a requirement with all of the complex planning choices one must make throughout one's lifetime.

Our group of professionals offers the personal experience of working with a select, objective financial team combined with the backing and resources of one of the world's strongest financial services institutions.  Our practice can be a refreshing approach to individuals, executives and families who enjoy the benefit of our CFO viewpoint to their personal financial lives.

At The Meydenbauer Group of Wells Fargo Advisors we understand that simply investing in stocks and bonds may not be enough.  While that may still be an important part of your financial health, our group has devoted significant resources to the process of long-term customized wealth planning.  Our comprehensive approach advises on such issues as life, disability and long-term care insurance needs, retirement and educational planning, trust and estate investment planning and, of course, investment advice.

Once we understand what you would like to accomplish, not only throughout your life, but beyond, we can help simplify the complexities of your portfolio by focusing on improving the overall risk and reward issues of investing through highly customized strategies.

We do this through customized investment and wealth planning tailored to your needs and objectives.  We believe the key to family wealth management is finding answers to simple, yet important questions that help you gain control of your financial future.  Once a plan is formulated, our ongoing process of identifying changing goals and objectives, assessing alternatives, taking action and reviewing results may help you to make effective, long-term financial decisions for years to come.

We welcome the opportunity to serve as your "Chief Financial Officer".

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.