What We Do

Personalized attention, institutional discipline, coordination with other professionals and comprehensive solutions designed to address your evolving financial needs.

Blosser Reader Financial Strategies Group of Wells Fargo Advisors offers a range of wealth management services to clients including portfolio management, liability management, tax, estate and charitable planning strategies, and investment, and multi-generational legacy planning. We believe access to the necessary expertise and resources is essential in providing an exclusive level of coordinated wealth management:

Wealth Management Process »

  • Strategies designed around each of your personal goals, taking into account time horizon and risk profile
  • We develop an integrated plan for each of your asset "buckets"; Your Assets, Your Family, and Your Philanthropy

Financial Review and Planning »

  • Balance sheet approach to our financial planning and analysis
  • Prioritization of goals, project cash flows and illustrations of exactly where you stand with your lifetime plan
  • Technology-enabled planning process
  • Regular meetings to review your goals

Consolidated Reporting and Analysis »

  • Consolidated portfolio reporting platform
  • View a complete financial picture inclusive of all assets and liabilities
  • Advanced technology and integrated systems to organize your financial life
  • Full balance sheet reporting

Goals-Driven Investing »

  • Customized investment strategy unique to your objectives, from current income generation to maximizing the potential for capital growth
  • "Open architecture" investment platform with best of breed solutions

Executive Services »

  • Services that address the concerns facing public company executives, key employees and other corporate insiders
  • Discussing strategies that can help you better manage your income tax exposure, particularly to the alternative minimum tax (AMT)
  • Strategies for stock options (ISOs and NSOs), restricted stock, 10b5-1 plans

Risk Management »

  • Hedging strategies
  • Market risk mitigation strategies
  • Management of concentrated positions
  • Life insurance coverage review
  • Property and casualty insurance review
  • Risk management strategies for business owners

Lending and Banking Services »

Through our Wells Fargo affiliates, you have access to banking services, including:

  • Securities-based lines of credit
  • Residential mortgages
  • Home equity financing
  • Small-business financing
  • Credit cards

Business Advisory Services* »

  • Determining the value of your business
  • Managing closely held assets
  • Planning for the transition of your business

* Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Estate Investment and Legacy Planning »

  • Coordination with your tax professionals
  • Wealth transfer strategies
  • Tax efficient strategies
  • Establishing a legacy plan
  • Trust services through affiliates
  • Assistance with establishing a private foundation
  • Establishing a family mission or plan
  • Facilitate family meetings and communication
  • Family financial education

Specialized Wealth Services* »

  • Estate Services**
  • Legacy Trust
  • Life Management Services
  • Oil, Gas and Mineral Management
  • Philanthropic Services
  • Real Estate Asset Management
  • Special Needs Trust Services

* Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

** Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your tax and legal advisors to determine how this general information may apply to your own specific situation.


Investment banking services offered through Wells Fargo Securities. Wells Fargo Securities is a trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products offered through affiliates.

How Can We Help?

Get in touch today and we will contact you to discuss your goals.
We welcome the opportunity to speak with you.

Contact Us
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 professionals