Our Story

With our first associate starting in the securities industry in 1982, our team here at Transitions Wealth Management was formally established in 2016. Through successful mergers and acquisitions, our team has grown to 15 associates with combined experience of over 260 years in the securities Industry. We have multiple locations across the Country and serve clients in almost all the 50 United States. Through the growth of our Practice, our goal has remained simple – provide trusted, sound advice through life’s transitions.

> Meet the Team 

Small-Business Owners

Small businesses are vital to local economic success and community commitment. We partner with small-business owners across the country to assist with succession planning strategies, investment strategies, retirement plan recommendations, and insurance needs. Our aim is to help owners continue to grow their businesses so that they and their employees can thrive.

Trusts

Philanthropic causes are accompanied by their own unique challenges with investment planning and aligning your funds with your organization’s mission. We work together with you to review your mission, your trust’s vision for the future and legacy goals, and your current investment plan. Based on the needs and goals of your trust, our in-house portfolio managers can help you select, diversify, and manage your assets.

Families

The people who are most important to you are important to us. We realize that your financial decisions are motivated by doing what’s best for your family and the people you love. Our careful planning process supports those goals so that your investments, savings, wealth, and protection are geared toward keeping your family safe, healthy, and covered.

Family-Oriented

We welcome people of all ages to work with one of our advisors. From 529 plans through retirement, we’re here to support you through all transitions of life, no matter what your situation is.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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