Jay Tobias, Senior Vice President-Investments
Sarah Halpin CFP®, Associate Vice President-Investments
Jack Zinn, Senior Vice President-Investments 


The vision of The Danforth Group is simple --- to help our clients build financially secure lives for themselves and their families. 

We begin by understanding your personal needs first and then your financial needs so that we can help provide relevant and meaningful strategies for your life priorities.

With a "macro view", we collaborate with your other advisors to guide you and to help you implement a comprehensive plan which may include areas such as: cashflow and net worth, retirement planning, college funding, estate planning strategies1, risk management and tailored lending2.

Our clients benefit from our group's shared knowledge as well as each individual's experience in building and preserving wealth.  Beyond just exceptional service and responsiveness, our collaboration offers you a comprehensive approach to helping you manage, protect and build your wealth.

The Danforth Group of Wells Fargo Advisors.  We measure everything we do against our uncompromisingly high standards for honesty, integrity, and respect.

1 Wells Fargo Advisors does not provide legal advice.

2 Available through affiliates.
Newsletters

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

More Newsletters →