We Believe...

  • We believe in being our client’s Wealth Advocates
  • We believe we have to earn our client’s trust
  • We believe every client has the right to transparent, unbiased, and cost-effective financial advice
  • We believe that our client should be an equal partner in our relationship
  • We believe it is our duty to help educate our clients when it comes to finances
  • We believe Aesop’s fable, Tortoise and the Hare, in that “slow and steady WINS the race”
  • We believe we should provide access to banking and lending services through Wells Fargo affiliates
  • We believe that portfolios should be GOALS-based and do not compete with an index, such as the S&P 500
  • We believe that an eMoney Investment Plan is imperative to a successful relationship
  • We believe it is important for us to listen
  • We believe we should create a service plan that is customized for each client
  • We believe our fees should be fair relative to the market
  • We believe that market volatility is here to stay
  • We believe in partnering with institutional bond managers in today’s uncertain interest rate environment
  • We believe we should do our best to build tax-efficient portfolios
  • We believe that a portfolio should contain “active” and “passive” investment management
  • We believe that there will periods of negative portfolio returns
  • We believe that there are NO guarantees


WELLS FARGO ADVISORS IS NOT A LEGAL OR TAX ADVISOR

The Barr Cisneros 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 (AZ, CA, CO, CT, HI, MA, MD, MO, MS, NJ, NV, NY, OH, SC, TX, UT, 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.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX