Alonso Foy Wealth Management

Meet The Team

Our team is comprised of people with diverse backgrounds and skillsets who collaborate to create a comprehensive financial experience for each person we serve.

Our Philosophy

Great relationships bring quality to life…and to our work. Every member of our team highly values the relationships we build with our clients; relationships that often go beyond business. Every day, our goal is to listen to our clients, deepen our understanding of their unique situations and learn what is truly important in their lives. In our world of providing financial advice, we must hear and understand our clients’ message. We’ve learned to value the message by first valuing the messenger.
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Why Invest With Us

We can help you navigate life’s financial pathways. Learn about the benefits of our goals-based planning process.

Our Process
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Our Services

From fee-based advisory investment management, strategies for legacy considerations and tax efficient investing, we provide a holistic approach to wealth management.

Services
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Research Center

We've put together a library of information on important financial topics that we believe you'll find helpful.

We Have Your Best Interest. What it means to be a Fiduciary.

Fiduciary duty represents the highest degree of trust and confidence that the investment advisor will act in your best interest. As a fiduciary, your investment advisor has the duty to:

  • Make full and fair disclosure of all material facts, particularly where the advisor’s interests may conflict with the client’s
  • Have a reasonable, independent basis for the investment advice
  • Obtain best execution for clients’ securities to the client’s objectives, needs and circumstances
  • Refrain from effecting personal securities transactions inconsistent with the client’s interests
  • Be loyal to clients
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Newsletter: What’s Required of the Executor of an Estate?

Being named as the executor of a friend’s or family member’s estate is generally an honor, but settling an estate can be a difficult and time-consuming job. Each state has specific laws detailing an executor’s responsibilities.

Alonso & Foy Wealth Management Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, HI, IA, ID, MT, NV, NY, OR, SC, SD, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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