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Thank you for taking the time to stop by and check us out. I hope you found the above short video of some interest. I believe you will find a wealth of information throughout the site. For example, if you would like to learn more about me and the other team members, I encourage you to spend time in the section titled "About Us", located in the right corner of this page.

The Pappas Wealth Management Group of Wells Fargo Advisors, is a comprehensive, holistic, fee-based practice serving a select group of individuals, families and businesses in thirty states. We pro-actively assist our clients with their complex financial needs by offering rigorous, disciplined approaches in order to deliver a higher level of predictability.

Utilizing our philosophy, we have been remarkably successful assisting clients that are going through life changing events such as the sale of a business, retirement, changing jobs, marriage, divorce, having children or, in unfortunate circumstances, the loss of a loved one. Regardless of your investment experience or level of wealth, we help you get your arms around your current financial situation and develop a solid strategy that leads you to achieving your financial goals and objectives.

The Pappas Wealth Management Group of Wells Fargo Advisors is an experienced, energized, educated and informed team. Our  philosophy is built upon four cornerstones – honesty, integrity, competence, and client service. Additionally, we have the emotional and intellectually commitment to be "the best game in town." We strongly encourage you to compare us to any other financial advisor.

We believe what truly distinguishes us the most from our competitors is our comprehensive client service system, which we affectionately refer to as, "Clients for Life; We Care Service Model."  We WeWeWeWee                    This proprietary multidimensional approach redesigns the client experience by adhering to the following disciplined client-focused process that we call "Three Steps to Relevance."

 1.  Best intention: We place 100% of our attention on our client's best interest.
 2.  Best effort:       We engage with our clients at level 10 at all times.
 3.  Best delivery:  We demonstrate great people skills.

We consider, with steadfast conviction, that the reason that we have flourished in our profession is our commitment to serve with purpose and passion to genuinely make a difference in our client's lives. We staunchly believe that those who are passionate about their job, and enjoy the process more than the money, will succeed beyond their wildest dreams. In other words, when one believes enthusiastically in serving the needs of others without compromising principles and values, money normally follows. There is no more noble occupation in the world than to assist another human being succeed.

In closing, I suggest that there is remarkably little difference among financial advisors, but the little difference makes a great deal of difference. We would like you to experience the difference.                                         

Harry Pappas Jr. CFP®
Managing Director-Investments
Certified Estate & Trust Specialist (CES)
Certified Divorce Financial Analyst™

Minimum portfolio size is $250,000. Exceptions may apply.

 

The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.

Sincerely,

 

Harry Pappas Jr.
Managing Director-Investment
Board Certified in Estate Planning

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