Bringing Continuity to Your Financial Well-Being

At The Dorfman Wealth Management Group, we take a holistic approach to handling your wealth management picture. With 50+ years
of combined industry experience, we are a multi-generational team focused on planning for your financial future.

Backed by the Strength of Wells Fargo Advisors Financial Network

As an independent firm, we are backed by the strength of Wells Fargo Advisors Financial Network. We utilize the full breath of their platform to help ensure that we are serving our clients as best as possible. With our team, you get the individualized and client-focused guidance of an independent team, all backed by the resources of one of the nation’s largest firms.

As a father and son investment team, we leverage our skillsets to help you feel confident with your wealth management plan. 

Read more about our experience.



We’re not in the business of selling you on an investment plan. Instead, we want to get to know you and your financial needs.

Learn more about our planning process.
The Dorfman Wealth Management Group

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 (AZ, CA, CT, DC, FL, GA, MA, MD, NC, NJ, NY, PA, SC, SD, VA, VT). 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.

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