Our Approach

At the Syrios Wealth Management Group of Wells Fargo Advisors, we align our interest with our clients, not the money manager or firm. Our management group of investment professionals is committed to providing exceptional service to our clients. Our disciplined approach of providing financial advice, quality investments and a well-executed investment plan assures our clients the highest level of personal attention they demand and deserve.

We have the flexibility to use a wide range of resources and investment products to design a plan to help meet our clients' investment objectives. We believe it is this approach that has made us trusted advisors with a select clientele of high net worth individuals and institutional investors alike.

Services and Programs Offered

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Tax-Free Income from Municipal Bonds

Municipal bonds are fixed-income investments that can provide higher after-tax returns than similar taxable corporate or government issues. The interest paid on municipal issues is exempt from federal taxes and sometimes state and local taxes as well.

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The Private Investment Management program

The PIM® program is a customized portfolio management program geared toward your specific investment goals. A Financial Advisor who has met stringent criteria based on experience and expertise acts as your personal portfolio manager.

Financial Advisor meeting with clients

The Envision® Planning Process

We offer the Envision process, a unique planning tool that helps us get to know your specific needs and goals in order to create your tailored investment plan. What’s more, we make it easy to monitor your progress. Find out what having an Envision plan can do for you.

Disclosures

Income from municipal securities is generally free from federal taxes and state taxes for residents of the issuing state. While the interest income is tax-free, capital gains, if any, will be subject to taxes. Income for some investors may be subject to the federal Alternative Minimum Tax (AMT).

The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Syrios Wealth Management Group

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

This information is intended for use only by residents of (AK, AZ, CA, CO, DE, GA, HI, ID, IL, IN, MA, MO, NC, NM, NV, OH, OR, PA, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. 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.

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