Artiea Capital Management represents a team of professionals, brought together to help ensure clients receive efficient, experienced and friendly service. Each team member has a defined role based on his or her strengths, which complement one another to support clients’ needs most effectively. Because your financial situation is often complex, Artiea team members frequently work with your attorney, accountant and other professionals to help design and implement the strategies that can assist you in the pursuit of your goals. Please keep in mind that Wells Fargo Advisors Financial Network and Artiea Capital Management are not tax or legal advisors.
Our goal is to develop a relationship with you in which we play a key role in your financial life. The first steps include identifying your risk tolerance and goals, prioritizing them, and crafting a plan to help you realize your vision for the future. Our team will provide ongoing monitoring and advice for your personalized plan while tracking your progress as you pursue your financial goal.