Client Profiles

Our clients are quite diverse, coming from different backgrounds, industries, and lifestyles. However, they all share the same desire to gain control over their financial lives. At The Danforth Group of Wells Fargo Advisors, we pride ourselves on the relationships we have with our clients and look forward to building long-term trust with you. Brief descriptions of how we may help you are outlined below.

Especially For Women:  As women, maintaining our financial security remains one of the toughest challenges we are likely to encounter.  While most of us can expect to live long, happy and healthy lives, the future is not something we fully control.  Each woman's journey is unique, and it's possible to go though difficult periods that can be traumatic emotionally and financially due to career changes, retirement, divorce or loss of a spouse or partner.  The last thing you want to do is think about your finances, but it's an important issue that you can't afford to overlook.

Our process offers insight and warm wisdom and provides a framework to help you think through meaningful and informed choices.  We can act as a member or the coordinator of your team of professional advisors.  Our goal is to help lead you on a path to economic independence.

Baby Boomers: Now is the time for you to take action if you haven’t already. You are quickly approaching the crossroads of “Work” and “Retirement.” We understand how overwhelming decisions can be right now: When should I retire? Will I be able to live the lifestyle I’ve become accustomed to? What are realistic long-term care needs for me …and for my parents? What should I do with an inheritance?  We will help you to develop savings and income distribution plans designed to meet the lifestyle you choose.

Wealth Accumulators: You are at the stage of your life where you’re planning for your family’s future, not simply your own. And although you may be highly compensated, money is tight — however, you are determined to get it all done. We understand and will develop a plan that is designed to enable you to protect your family’s future, save for your children’s education, and capitalize on your current employee benefits, such as a 401(k), profit sharing plan, and/or group insurance.

Affluent Clients: We understand that having wealth comes with the responsibility of preserving it for future generations. Developing a comprehensive strategic plan utilizing our process addresses the long-term purpose of your wealth and devises the means to accumulate and preserve your wealth, transfer it tax-efficiently when the time comes, and make the necessary gifts and donations as you’ve directed.

Wells Fargo Advisors is not a tax or legal advisor.

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