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

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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