Zalayet, Adler & Suba Private Wealth Management Group of Wells Fargo Advisors named
Forbes Best-in-State Wealth Management Teams 2024
We are so honored to be recognized on this distinguished list. As a team, we have always followed our passion for helping our clients achieve their goals and dreams. We help guide and support them during favorable and challenging times alike in our clients' lives while navigating geopolitical and economic gyrations. We thank our clients for their trust and confidence and look to support them and future generations as our team continues to build a legacy practice to serve our clients for decades to come. We were also named Forbes Best-In-State Wealth Management Teams in 2023 and Forbes Top Wealth Management Teams High-Net-Worth in 2022.2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. 2022 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures
Committed to helping achieve your financial goals through customized,
unbiased, and independent advice.
We believe that what you do today will lay the foundation for the future. Using a planning-focused approach, coupled with risk-managed investment strategies, Zalayet, Adler & Suba Private Wealth Management Group of Wells Fargo Advisors helps put your financial picture in focus.
Working together, we create your personalized Investment Plan—based on your unique goals and time horizons, driven by your values and managed by professionals—so you can have confidence in your journey toward financial success and a secure tomorrow.
Our clients seek our advice, knowledge, discipline, guidance, and partnership in making important decisions in their financial lives.
Financial Life Management
Today’s financial world requires greater access to experience, resources and technology than ever before. It’s been our priority to continually advance our practice and offer clients the highest level of proactive, cutting-edge wealth planning strengthened by experience investment discipline and collaborative insight. Our team is committed to streamlining your total wealth management experience while delivering exceptional client service.
Comprehensive Wealth Planning
We create a personalized investment plan focused on the details of your unique financial life. This includes planning for short, intermediate and long-term personal goals such as retirement and college for individuals, life partners, and families. Learn More
Lending
Through our Wells Fargo affiliates, you have access to a wide variety of lending products and services. This includes residential mortgages, securities based lending, and business financing.* Learn More
Insurance Strategies
We incorporate risk mitigation through term and permanent life, long-term care and umbrella insurance strategies to help protect your wealth. Learn MoreInvestment Management
Our Portfolio Managers oversee sophisticated stock, bond, mutual fund, ETFs and options investment strategies using fundamental and technical analysis. We also advise on company stock, management of concentrated stock in portfolios and helping manage risk for stocks that have large gains with potentially high tax ramifications. Learn More
Sustainable & Responsible Investing
This planning facet connects your visions and values to your wealth plan and investment strategy. Learn More
Social Security & Medicare Planning
Our team helps you navigate the complexities of Social Security and Medicare and advise on when to being receiving social security to maximize benefits. Learn More
