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.
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.
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.
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.
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.