Our Values



Trust - It is our cornerstone.  Everything of value is rooted in trust.  We believe trust is not bestowed; it must be earned.  In all we do, our goal is to be honest, caring, knowledgeable and responsive to the needs of our clients.  At the end of the day, we want our clients to believe in their hearts, and honestly tell their friends and family, they are working with people they can trust.
 
Relationships - 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.
 
Clarity - The financial world is highly complex.  The needs of our clients are broad, deep and varied.  We will share the knowledge that comes from a combined 53 years of experience in the financial advising business.  Our goal is to bring organization, understanding and clarity to the complicated financial situations they face.
 
Achievement - To achieve is to fully understand each of our clients' needs and implement strategies designed to realize their goal-oriented results.  This is a process, not an event.  As we grow in this process, we will meet our clients' needs in a friendly, timely and proactive manner.  Our ultimate aim is not to best some market index.  We are here to make our clients' lives better through the achievement of their financial goals.
 
Life - We strive for joyful lives.  As a team, we value and find joy in our families, friends, community and spiritual and physical wellbeing.  We believe our clients also value joys in their lives.  Today's financial landscape can be confusing, fragmented, worrisome and time consuming.  As a partner, we want to help shoulder those burdens.  Together, our goal is to build solid, goal-oriented investment plans, allowing our clients to spend more time focusing on those pursuits that truly fulfill their lives.


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.

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