We want to know you and your entire financial picture: what’s going on in your life, where you are now, and where you want to go. When we build a strong relationship with you from the onset, we are better equipped to create an investment plan that helps you to feel confident about your financial future.
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Our Client Engagement Process

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Coordinating with Your Existing Team

Once your plan is in place, we help you manage your wealth utilizing the appropriate solutions from a wide range of services. We can collaborate with your attorneys, private bankers, CPAs, and other professionals to help guide the implementation of your fully integrated plan and to provide as much continuity as possible.
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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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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