Investment Planning

Whether your dream is to purchase a home, save for retirement or simply evaluate your current situation, you can start with an investment plan. Our investment planning process is built on integrity, trust, and results, providing a solid foundation for investment opportunities.

Life Planning

Making appropriate financial decisions based on your current and future goals is our priority. Depending on your life’s goals — saving for college, nearing retirement or getting ready to start a family — we can help you plan for all of life’s moments. We can even help you plan for those unexpected emergencies.
 

Planning for Retirement/Retiring

The pace and complexity of managing modern finances may leave some people unprepared to achieve a successful financial future. If you’re feeling less than confident about your future, having a well-prepared investment plan can help put you in control.

The key to creating a successful investment plan is ensuring it covers your current and future financial needs. Our process is designed to determine your particular needs, defining your goals, and evaluating your resources.

Consider partnering with us to help you create a plan that strategically addresses your unique goals and needs.
 

Starting/Buying a Business

Through comprehensive personal wealth management, retirement plans, insurance services and access to trust services we can help you effectively manage your business and guide you through succession planning and/or selling your business.

Whether you are starting, buying or managing your business, you can find tailored resources here to help you create and sustain a successful business.

Natural Disasters and Unexpected Events


Unexpected events can have far-reaching impacts, including on your finances, and may result in the need to make challenging financial decisions.

Starting/Losing a Job


When you begin a new job, change jobs or have a job loss, obtain the information you need about benefits and other changes to be prepared for the future.

Death of a Family Member

Get the facts now about being financially prepared for a loss in the family.

Let's Talk.

Landis 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 (AZ, FL, GA, IL, MI, NV, OH, OK, TN, TX, VA). 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.

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