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You deserve financial services as unique as you.

Your goals and dreams – buying a home, retiring in comfort, planning for your
family and future generations, saving for a dream vacation – deserve personalized
advice and guidance. Akers Wealth Management Group offers a variety of
services and solutions to help support your financial journey.
Our Services

Investments

Creating a plan to manage your wealth can help you achieve your dreams. We start by understanding you and your goals, then provide a personalized recommendation.



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savings

Savings 

A robust savings plan is the foundation to focusing your efforts and moving closer to achieving your goals. Akers Wealth Management Group can help you plan and save for your needs.



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Insurance

Insurance

Insurance is an important tool to supporting your financial journey. It not only can help protect against life-changing events, but also your family, business, retirement, and legacy.



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Lending

Lending Services 

We offer access to a full-range of lending and banking services through the banking arm of Wells Fargo Affiliates1.




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Estate

Estate Planning Tactics

Our team works with your attorneys and tax advisors to help you support your estate planning strategy.





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Executive Services

Executive Services

Our team is well-versed with a variety of corporate executive compensation packages and can help you develop an efficient strategy designed to maximize your benefits.



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1 Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

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, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA). 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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