Our Approach

At the Syrios Wealth Management Group of Wells Fargo Advisors, we align our interest with our clients. Our management group of investment professionals is committed to providing trusted advice and exceptional service to our clients. Our disciplined approach of providing financial advice, quality investments, customized portfolios and a well-executed investment plan is designed to help ensure our clients receive the highest level of personal attention they expect.

We have the flexibility to use a wide range of resources and investment products to design a plan to help meet our clients' financial goals. 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

female financial advisor consulting with client

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.

Financial Avisors hands on a conference table

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.

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.