Upcoming Webinars



Financial Wellness Check: Are you staying fiscally fit?
February 15th at 12:30PM CST
February 27th at 5:30PM CST
 
 Just like having a healthy diet and exercise routine, having a solid financial plan in place-and
then following it-may help your overall well-being.

This webinar can help you see if you're on the right track with proper investment planning, estate and tax strategies as well as how working with a CFP® professional can help you find the path to achieving financial health.
 

 
Please RSVP to [email protected] to receive ZOOM link.
 



We are excited to share that Amy is being recognized as one of the Forbes Top Women Wealth Advisors Best-In-State. On behalf of our team, we are so very proud!  Thank you to all of our clients-we are honored to be part of your lives.

Trotter Wealth Management Group

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
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Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
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Trotter 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 (AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, MD, MN, MO, MT, NC, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI). 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.

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