Karen Gibson Senior Registered Client Associate Vice President |
Curtis Kroll AWMA® Financial Consultant |
Jonathan Moskowitz Managing Director-Investments |
Jeffrey Saster Senior Vice President-Investment Officer Financial Advisor |
In today’s changing financial landscape, it’s difficult to implement and manage a comprehensive financial strategy. That’s why we are dedicated to assisting our clients with a full spectrum of financial needs. It starts with listening and understanding your financial situation and goals. Then, we focus on creating your Customized Financial Strategy to help you organize and centralize all aspects of your financial life.
At the Moskowitz Saster Financial Consulting Group, we believe investment management isn’t a one-size-fits-all process. It’s personal and needs a customized approach—one that is flexible and grows with you as your needs change over the years. Our multi-strategy approach harnesses our years of investment guidance experience while incorporating the deep resources of Wells Fargo Advisors, Wells Fargo Investment Institute, and some of the nation’s best known private investment managers to create a portfolio that is aligned with your goals and objectives.
Wells Fargo Investment Institute, Inc. is a registered invesment advisor and wholly-owned subsidiary of Wells Fargo Bank, N.A, a bank affiliate of Wells Fargo & Company.