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About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning strategy choices later in life, 90 North Wealth Management Group of Wells Fargo Advisors is ready and equipped to help you make decisions for your future.

90 North Wealth Management Group of Wells Fargo Advisors - Karly Bray, Michael J. Perrone, AWMA™, AIF®, Laurelle P. Byrne-Cody CFP®, Jeffrey J. Smith, CFP®, Elise Syberg, Tyler Putney

How we can help you

Our advice and services are designed to help meet your individual needs. Wherever you stand in your wealth management journey, we have the flexibility to support you. We can help you:

  • Build a new goals-based investment plan
  • Refresh your existing investment plan after a significant life event
  • Provide a second opinion
  • Develop strategies for an upcoming liquidity event for your business
Across all client relationships, we want to instill optimism and positivity into the process of planning for your future — because, at its heart, investment planning is all about seeking to make your dreams possible.

*No payments were made in connection with receiving this award. 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of Marketing Materials. View award disclosures.

This recognition is a powerful reminder of what happens when collaborative culture come together. Our team blends complementary skills and individual perspectives with disciplined strategies and modern techniques to deliver meaningful outcomes for our clients. It’s not about rankings, it’s about results.

Michael J. Perrone, AMWA®, AIF®, Managing Director – Investments.

Sharing our knowledge for a true team approach

Our team members have navigated more than a decade of diverse market environments with clients located across the United States. We offer complementary skills and individual perspectives, blending a disciplined, time-tested approach with modern techniques and strategies to pursue your goals.

Promoting a wholistic view of your financial life

As we develop and maintain your plan, we consider both sides of your balance sheet — both your assets and your liabilities. Through our access to the resources of Wells Fargo Bank, we can provide lending and mortgage services for complex situations and help incorporate them seamlessly into your plan.

Collaborating to prepare for your legacy

Working in collaboration with a Wells Fargo trust and estate specialist, our team will provide advice regarding estate planning strategies, multigenerational wealth and succession opportunities. We will also develop an action plan for you to share with your attorney, accountant, business manager and other trusted professionals, so you can have confidence that their recommendations align with your financial strategies.