Ackler Wealth Management of Wells Fargo Advisors

Stephanie Ackler on Wealth Management for Women As Seen in the 2012 Forbes Investment Guide December 5,2011 

Stephanie Ackler mentioned as one of the Wealth Managers of Greater New York, seen in the August 22, 2011 edition of Newsweek

Stephanie Ackler was a delegate on the 26th Annual Financial Women's Association International Business Conference to Brazil April 1 - 13, 2011.

Stephanie Ackler was interviewed and referenced in the article by Rusoff, J.W. “Advising the Widow.” Research Magazine 

STEPHANIE ACKLER AMONG FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE TOP WOMEN ADVISORS SUMMIT IN DECEMBER

From Growth to Preservation, It All Begins With You.

Ackler Wealth Management of Wells Fargo Advisors is a financial practice within Wells Fargo Advisors, bringing our clients the service and expertise of a boutique with the financial network of one of the nation's largest investment firms. Ackler Wealth Management takes a flexible and personalized approach to managing and growing our clients' portfolios. We work with our clients to develop and implement customized investment and wealth strategies that are tailored to their particular needs and objectives and that can help them to achieve their short- and long-term financial goals.

The choices you make today have consequences in your life and in the lives of those you love. At Ackler Wealth Management of Wells Fargo Advisors, we focus on the growth, preservation and transfer of wealth, so the sound financial choices you make today are reflected in your legacy.

Our goal is to build a collaborative relationship based upon dialogue, knowledge and integrity. By consistently striving to provide unmatched professional service and investment advice, we seek to cultivate a lasting relationship built on trust, communication, and results.

Many of our clients' wealth management needs are more complex than the average investor's. In order to create a plan that is as sophisticated as your objectives, we leverage relationships with our firm's resources, as needed.

Our approach to creating successful investment portfolios begins with a focus on aligning your needs with your goals and risk tolerance. We look at both your short- and long-term goals by combining our personalized investment and wealth management strategies. Each investment plan is unique, but all clients benefit from our ability to anticipate and meet the complex needs of affluent investors and institutions.

We are committed to helping you preserve your wealth, realize your unique definition of success and build a legacy that matters to you. We embrace the following four principles in our customized approach to our clients: Personalize every aspect of your investment plan, Help to achieve your unique vision of success, Preserve your wealth and Build a legacy that matters to you.

Wells Fargo Advisors manages over $1.2 trillion in client assets*. As part of Wells Fargo Advisors, we bring our individual, corporate and institutional clients a distinguished heritage in full-service brokerage and asset management as well as access to trust services, lending and investment banking through our affiliates. The firm is a non-bank affiliate of Wells Fargo & Company, one of the largest commercial bank holding companies in America.

*As of  Dec 31, 2010

Criteria was based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

From Growth to Preservation, It All Begins With You.

Ackler Wealth Management of Wells Fargo Advisors is a financial practice within Wells Fargo Advisors, bringing our clients the service and expertise of a boutique with the financial network of one of the nation's largest investment firms. Ackler Wealth Management takes a flexible and personalized approach to managing and growing our clients' portfolios. We work with our clients to develop and implement customized investment and wealth strategies that are tailored to their particular needs and objectives and that can help them to achieve their short- and long-term financial goals.

The choices you make today have consequences in your life and in the lives of those you love. At Ackler Wealth Management of Wells Fargo Advisors, we focus on the growth, preservation and transfer of wealth, so the sound financial choices you make today are reflected in your legacy.

Our goal is to build a collaborative relationship based upon dialogue, knowledge and integrity. By consistently striving to provide unmatched professional service and investment advice, we seek to cultivate a lasting relationship built on trust, communication, and results.

Many of our clients' wealth management needs are more complex than the average investor's. In order to create a plan that is as sophisticated as your objectives, we leverage relationships with our firm's resources, as needed.

Our approach to creating successful investment portfolios begins with a focus on aligning your needs with your goals and risk tolerance. We look at both your short- and long-term goals by combining our personalized investment and wealth management strategies. Each investment plan is unique, but all clients benefit from our ability to anticipate and meet the complex needs of affluent investors and institutions.

We are committed to helping you preserve your wealth, realize your unique definition of success and build a legacy that matters to you. We embrace the following four principles in our customized approach to our clients: Personalize every aspect of your investment plan, Help to achieve your unique vision of success, Preserve your wealth and Build a legacy that matters to you.

Wells Fargo Advisors manages over $1.2 trillion in client assets*. As part of Wells Fargo Advisors, we bring our individual, corporate and institutional clients a distinguished heritage in full-service brokerage and asset management as well as access to trust services, lending and investment banking through our affiliates. The firm is a non-bank affiliate of Wells Fargo & Company, one of the largest commercial bank holding companies in America.

*As of  Dec 31, 2010

Criteria was based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.