Bay Ridge Private Wealth Management Group of Wells Fargo Advisors

This practice believes that wealth includes four primary pillars: Investments, Liability Management, Estate Planning Strategies, and Risk Management. They employ a disciplined process that begins with listening to clients. Jonathan & Patrick provide access to liability management services through Wells Fargo affiliates. Specialties: Retirement income implementation strategies; asset accumulation a

nd growth strategies, life insurance retirement plans; advisory based asset management; holistic strategies. This information is intended for use by residents of AL, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, and WV only.
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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