Michael J. Bock

Managing Director - Investments

Customized investment strategies

We help you take advantage of today’s opportunities to pursue tomorrow’ goals.



Our multi-strategy investment approach is focused on providing you and your family with flexibility. We work together to create a customized portfolio using the account management options that work best for you, whether it be using advisory accounts and/or traditional brokerage accounts.

Customized Investment Portfolios

Based on your circumstances, goals, and time horizon, we work together to construct a well-diversified investment portfolio using quality investments.  As a trusted advisor, we  continue to review your portfolio performance, evaluate market changes, discuss any life changes to help ensure your portfolio continues to meet your needs.

Bond Ladders

Using a bond ladders, we can help spread your investment dollars among bonds that mature at various times. Laddering bonds enables investors to reinvest assets periodically over time to help reduce the effect of interest-rate volatility in fixed-income portfolios. 


Additional Resources:

Wells Fargo Investment Institute - The Perils of trying to time volatile markets


Wells Fargo Investment Institute - Understanding Cryptocurrency


Asset Allocation Strategy - Read More






Click here to request a personalized portfolio review. 

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
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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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