Dedicated Financial Advisor

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Man and woman talking to each other — Your goals. Our technology.

Investing in you

Before you invest one cent with us, your advisor will spend time getting to know you.

Hearing from you

Your advisor actively listens to hear what you want to achieve. After all, it's your goals, your money and your plan.

Getting to Know You

Creating your personal portfolio

Starting with a goal-based approach, we tailor an investment mix to fit your needs and risk tolerance.

What You Can Expect

Myth: I can't afford professional financial advice.

If you have a vision for what you want out of life, then you need the means to go after it. People of all incomes seek financial advice that meets their needs now and later down the road. Let's find ways to help you get the most from your finances – and your life.

Still Unsure?

Connect with us today at 1-866-522-0459.

Personally invested

Be comfortable to ask anything

Your relationship with an advisor should be open and trusting. You should feel safe bringing up any investing subject or even a family matter. No matter how personal or basic the question – ask away. We mean it. Staying on Track

More than just a number

Advisors may help you avoid mistakes

Your emotions – and even overconfidence – can cloud your judgment and cost you. That’s where your advisor comes in. Bringing a candid, unbiased perspective, an advisor can provide support when markets are volatile or if you stray from your goals.

Sound advice

Here when you need us most

Conversation between financial advisor and client

Financial Advisor says,

Hi. It's good to see you again.

Client says,

Thanks for taking time to review the investments I inherited.

Financial Advisor says,

Let me show you what I found. Based on the numbers, your portfolio is heavily concentrated in a particular stock.

Client says,

Really?! My Dad received that company stock equity for years as a bonus.

Financial Advisor says,

The market may not appreciate this stock in the same way you do.

Client says,

So, if it weren't for the connection to my Dad, this stock probably wouldn't be in my portfolio?

Financial Advisor says,

Yes. The stock's value is personal. By diversifying your portfolio, we could look at investments that better fit your financial goals.

Client says,

That's a good idea. I'll call you soon.

Thank you again for your time.

The above portrayed face-to-face conversation, characters and incidents are for illustrative purposes only. Any likeness to any person (living or deceased) or a real-life event is coincidental. We have constructed a likely scenario where a client has inherited assets and the in-person conversations that could follow between an investor and an advisor.

How do you feel about the state of your investments?

I'm Good Not Sure Unsatisfied

We're glad to hear it.

But even investors whose portfolios perform well are curious if they could be doing better.

Do you wonder what’s next?
Do you feel you're missing out on investment strategies?
Is your plan taking into account a new life situation like an inheritance, a windfall, caring for an older relative, or paying for college? Read about life events.

Or, why not get a second opinion?

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Our history

140 Years of Service

$2.2 Trillion in Managed Assets¹

Through many bull and bear markets, we've stood the test of time by always standing by our clients.

We've always had 1 philosophy.

Clients First

¹ Data as of April 12, 2024. Total WIM Client assets represents client assets held in Wells Fargo Advisors and Wells Fargo Bank. Wealth & Investment Management (WIM) provides
financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.

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No risk, no pressure

Let's create a plan tailored to you.

Investing in you