Wealth management is not just about finances. Its about your trusted advisor understanding your relationship to finances, knowing what you would like to accomplish with your affluence, and helping you manage all the complex issues raised by substantial wealth. The Voyage Group at Wells Fargo Advisors provides financial planning, investment management, and business financial consulting, that helps you address the fundamental issues of defining and attaining financial goals for yourself, your family or your business. We believe our clients deserve financial partners who share their vision, earn their trust and work diligently to uncover possible strategies that address their aspirations and create a legacy for future generations. We welcome an opportunity to meet with you face to face and examine how we can best serve your long term financial interests. Areas of Focus: Employer Retirement Plans, including 401(k), pension, profit sharing, and ESOP plans Wealth Management Financial Planning Business Succession Planning Estate Planning Strategies Opinions and comments expressed by LinkedIn members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile of their firm.