Suzanne Bock with Wells Fargo Wealth Management
Got a few million burning a hole in your pocket? Well then talk with Suzanne Bock of Wells Fargo. Suzanne gave a presentation today on the wealth advisory services she provides at Wells Fargo. Unlike most wealth management companies, Suzanne takes a holistic approach to the advisory services that she provides. Starting at investments of $1 million, her team at Wells Fargo reviews the needs of her clients across 12 specific sectors including insurance, investments, POAs, titling of assets, charitable contributions and more.
Many of her clients have recently benefited from liquidity events and now must manage new issues. One area of focus she has is with Women Owned Businesses, a personal passion of hers. Managing the demands of family, business and asset planning is daunting for anyone. Suzanne has had personal experience with these situations and her insight and compassion and passion have helped her clients immensely.
So if you have joined the ranks of the 1% or are looking for a complete and total solution for your wealth management needs, contact Suzanne Bock at 214.721.8247.
