Our clients' interests always come first.

We believe when we serve our clients well, our own success will follow.

Wilson_Steve and Bradley.jpg "An understandable, measurable and repeatable process" is the principle upon which we operate. We set clear expectations upfront and measure both short and long term performance. While no one can predict what the markets will do, we will help you create and execute a customized investment plan. This plan serves to give you confidence in your ability to accomplish your goals as we help you execute your plan. The structure we provide is intended to reduce anxiety and designed to increase successful outcomes.


Our team is selective on who we work with in order to maintain the service level and proprietary investment solutions that high net worth clients deserve. This allows our entire team to get to know our clients well and provide that customized level of service that can only be attained when a relationship of trust is cultivated over time. Our emphasis on providing outstanding service and the ability to provide solutions has resulted in client relationships that span generations.

 
Christensen - Wilson Private Wealth Management Group

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 (AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MN, MO, MS, NC, NJ, NV, OH, OK, PA, SC, TN, TX, UT, 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.

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