We ask lots of questions, listen attentively, and address any financial anxiety that may exist. We strive to always have the best interest of our clients at the forefront of any advice given. Investment Planning is a lifelong, always changing process. Our team has over 125 years of combined experience helping high net worth families/family offices, non-profit organizations, and multiple large foun
dations, achieve their financial goals. If you have any questions regarding your current financial situation, we are here to help. We have experience in Investments, Wealth Management, Investment Planning, Educational and Retirement Planning, and Advisory and Asset Allocation. This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, MO, NJ, NM, NY, OH, OR, TN, TX, and WA only. Geoffrey Silver: CA Insurance Lic # 0A48508
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Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
