Who We Serve

Whether you’re new to the world of investing, buying or selling your business, or pulling income from your portfolio, our team has tailor-made solutions that can fit your needs. Although we are based in Ohio, we work with a vast array of individuals (and even select institutions) across the United States.

Retirees

When it comes to enjoying your retirement, peace of mind is key. We’ll work together to develop an income strategy that meets your preferences and risk tolerance, and help you remain tax-efficient while building a legacy for future generations.

Business Owners

Owning, managing, or even selling a business brings its own complexities and challenges. As a financial partner, we understand those complexities and assist executives in planning for those challenges. These include:

  • Concentration of net worth
  • Business valuations
  • Liquidity events
  • Tax-efficient investing

Working Professionals

We take a personalized approach to wealth management, building customized plans and providing solutions tailored to your individual needs. Whether you’re investing towards retirement, paying for college, or buying a home, we deliver comprehensive planning solutions to give you confidence as you approach each milestone.
Wells Fargo Advisors does not provide legal or tax advice.
King & Phillips 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 (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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. 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.

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.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX