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

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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