Wells Fargo Advisors

Paisley Dennehy Wessel,CIMC®,
Senior Vice President-Investment Officer
Certified Financial Planner®
Certified Retirement Counselor®
Certified Investment Management Analyst®

 

 

 

TOO LITTLE TIME TO MANAGE YOUR WEALTH?
You need an Investment Officer whose comprehensive wealth management is as distinctive as her name.

PAISLEY

Managing your wealth wisely!

Paisley D. Wessel,CFP® has been managing clients' wealth since 1982

Now accepting select clients with a minimum of $500,000 in assets
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

More Newsletters →