Wealth Management

VIRTUENT WEALTH MANAGEMENT GROUP OF WELLS FARGO ADVISORS

Financial success is not always about earning a substantial income, having a significant net worth, or achieving a set monetary goal. It is about having the ability to achieve the aspirations and interests that are important to you, your family, and the ones you care about.

The Virtuent Wealth Management Group of Wells Fargo Advisors is a team of experienced, highly skilled wealth management professionals who leverage education and industry tenure to provide holistic planning, investment alignment, and wealth management to families, executives, and institutions.

Our practice offers a comprehensive range of resources allowing us to function much like a family office with a personalized experience for our clients. By associating with a large, established financial firm, we can provide an expansive network of industry leaders which allows us to source solutions to fit unique and involved needs. We hold ourselves to a fiduciary standard and have for decades. You can take comfort in knowing your relationship is held to the highest principles of integrity and confidentiality.

Our team specializes in assisting with complex financial solutions including:

• Private Equity

• Liability Management

• Wealth Planning

• Investment Planning

• Tax Sensitive Investing

• Alternative Investments

• Executive Services

• Institutional Services

Whether your financial needs are straightforward or complicated, we have the tools and resources you need. We’ll organize a team of specialists who will get to know you, and work with us, to create a well-integrated, and comprehensive solution.

INVESTMENT PLANNING PROCESS

Planning is the cornerstone of our wealth management process.

Our primary goal is to help you define your unique financial success. We use meaningful interactions with our clients and their families as we look to develop lifelong and generational relationships. It is important to our practice that we get to know you and what is important first, so we know how to develop a strategy that caters to your needs and ambitions. Our established process offers an effective way to identify your highest priority goals and develop a strategic plan to provide you with the most efficient way to meet them. We then take that plan and implement a purposeful, holistic wealth management strategy to unify all areas of your financial life and provide the clarity you need to secure your financial future. Instead of benchmarking your financial life against a standardized index, we create a customized blueprint that is specific to your unique lifestyle and desired outcomes. We communicate with and educate our clients to ensure that once the plan is created, it can be successful.

At VIRTUENT we measure success differently. It is not about the assets we manage or the returns we deliver. We prefer to measure success through how many people we help achieve their goals, such as:

• Transitioning into Retirement

• Trust Management

• Education Aspirations

• Charitable Giving

• Sale of a Business

• Estate & Wealth Transfer

Meet the VIRTUENT Team

The VIRTUENT Wealth Management Group of Wells Fargo Advisors team

T.H. Williams

Managing Director, Investments - Private Wealth Financial Advisor, Senior PIM® Portfolio Manager

Michael "Mick" Pepper

Senior Vice President, Investments - Senior PIM® Portfolio Manager

Meghan McGuire, CFP® MS RICP

First Vice President - Investments

Scott Shuler

Vice President - Client Performance Analyst

Vicki Hansen

Vice President - Senior Registered Client Associate

Susie Kaufman

Vice President - Senior Registered Client Associate

Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. CAR0523-00016

CONTACT VIRTUENT

We look forward to getting to know you. Please visit www.virtuentwmg.com or call us at 844-925-0888.

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