Guidance Designed to Last Lifetimes

“Someone is sitting in the shade today because someone
planted a tree a long time ago.”
— Warren Buffet
Investments aren’t just about money. They’re about each person’s vision for their future.

One person pictures having zero financial worries 30 years from now. Another pictures suntanned skin and sandy toes five years from now. Yet another imagines the legacy they’ll leave behind to the five-year-old face smiling back at them.

Whether you’re new to investing or have been in the game for decades, we meet you where you are. We are honored to help you work to build the future of your dreams, whatever it may be.  

Are you ready to start the journey? It’s as simple as a conversation about your goals, your timeline, and how comfortable you are with risk. From there, we’ll develop an investment strategy with the goal of your vision becoming your reality.

We look forward to working toward your best future together.

Our Mission

We utilize our experience to help people achieve their financial goals through every season of their lives.

Our Vision

To be our clients’ friend and go-to partner for the decisions that shape their future and their legacy.

Our Values

Our values are spoken by our actions.

We:

  • Listen
  • Build authentic relationships
  • Make clients’ goals our goals
  • Provide insights to help achieve those goals
  • Advise with trust and transparency
  • Take a humble approach to guiding important decisions
sun peeking through trees
Arbor Wealth Management

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 (AR, AZ, CA, CO, FL, GA, HI, IA, IL, KS, KY, MN, MO, NE, NJ, NM, OH, OK, PA, SD, TX, VA, VI, WA, WY). 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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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