AT DROWOS WEALTH MANAGEMENT GROUP OF WELLS FARGO ADVISORS, clients can benefit from the best of both worlds: the personalized service of a boutique organization and the global resources of one of the largest and most respected financial firms in the world. With over a century of combined experience, advanced degrees and nationally recognized professional designations we are qualified to help our clients in their efforts to succeed.

OUR PHILOSOPHY is that we believe personalized attention, client-centric service, well-experienced investment professionals, customized solutions and access to world-class resources helps provide a boutique experience and competitive advantage for our clients.

OUR INVESTMENT PROCESS is focused on a prudent and time-tested approach which offers individual and institutional investors proprietary research, asset allocation strategies, professional investment management and customized wealth management solutions.  This includes:

  • Consultation on investment objectives and goals
  • Review of assets and liabilities on a client's personal balance sheet
  • Creation of long-term investment plan and cash flow strategies
  • Development of an appropriate asset allocation strategy
  • Portfolio manager due diligence and investment recommendation
  • Ongoing evaluation of portfolio performance
  • Portfolio review and rebalancing (as needed)
  • Flexibility for the plan to evolve in order to help meet changing markets and life events