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Put Your Financial Picture in Focus

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals.

Planning for the future helps you focus on where you're headed and feel confident in where you stand in regards to your goals and objectives.

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.

Our consultative process begins with a deep-dive into your life goals and financial objectives to help formulate your plan.
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Key Areas of Assistance

Retirement Planning
Customize a retirement plan around your goals and objectives.

Estate Planning Strategies
Work closely with your legal and tax advisors to help make sure your goals are on track.

Executive Services
Assist corporate executives with complex financial objectives including stock-based compensation.
Insurance Strategies
Assist with strategies to help protect your family, business, or estate in the event of the unexpected.

Lending Services
Help manage your liabilities with access to lending services through Wells Fargo affiliates

College Savings Plans
Creating a plan for your child or grandchild’s college education has been crucial as education costs rise.

Put a process behind your plans

When you work with The Fitzpatrick Group of Wells Fargo Advisors, the conversation starts by exploring your plans and dreams. With the help of our unique Envision Priority Cards, we will prioritize your goals for the future and map out a financial course to help you achieve them.

Your Envision plan can take into account:
  • Life goals
  • Education goals
  • Assets
  • Liabilities
  • Cash-flow requirements
  • Retirement planning needs
  • Levels of acceptable investment risk
  • Asset allocation objectives

Our Envision® Process

  • Our Envision process can help you plan your investments around your most important life goals.

  • Your plan’s flexibility lets you monitor and adjust your goals and investments as your life changes.

  • You can “test-drive” goals to find out how they’ll play out within your plan.