Wells, Roselieb & Raia Wealth Management, LLC Information

As your financial resource, we are committed to helping you accomplish your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short and long-term goals, we will work together to create a customized financial plan. In order to accomplish this, we will take you through the planning process, which is designed to help us determine how to best address your financial goals and dreams. Building an investment portfolio designed to address your unique long-term goals and financial dreams is a complex process that requires knowledge, skill, dedication, and experience. For investors in today’s ever-changing financial markets, a professional financial advisor can provide the necessary advice to help you pursue your financial goals. • Analysis of needs and goals • Asset allocation strategies • Manager Selection • Retirement Income • Investment Strategies • Ongoing monitoring and maintenance of investments • Ongoing Education • Tax management * • Long-term capital appreciation • Wealth structuring • Trust services * • Education savings programs • Wealth transfers • Socially responsible issues Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Wells, Roselieb & Raia Wealth Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 5473193.1(2/23) (Exp.2/25)