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Dedicated Financial Advisor

Let's create a plan tailored to you

Get the clarity you need now from a personal advisor.

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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.

Not true. 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 to bring up any investing subject or even a family matter like estate planning strategies. No matter how personal or basic the question – ask away. We mean it. Staying on Track
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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.
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Sound advice

Here when you need us most

Conversation between financial advisor and client
Woman smiling
Financial Advisor says,
Hi. It's good to see you again.
Headshot of woman looking to the right
Client says,
Thanks for taking time to review the investments I inherited.
Woman smiling
Financial Advisor says,
Let me show you what I found. Based on the numbers, your portfolio is heavily concentrated in a particular stock.
Headshot of woman looking to the right
Client says,
Really?! My Dad received that company stock equity for years as a bonus.
Woman smiling
Financial Advisor says,
The market may not appreciate this stock in the same way you do.
Headshot of woman looking to the right
Client says,
So, if it weren't for the connection to my Dad, this stock probably wouldn't be in my portfolio?
Woman smiling
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.
Headshot of woman looking to the right
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?

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?

It's no risk and no obligation.

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 Private Bank. Assets include deposits. The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.

Still on the fence? The only way to know is to meet in person.

Get a Free Consultation

No risk, no pressure