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Helping you and your family through this adventure we call life.
At the Bellwether Wealth Management Group of Wells Fargo Advisors, we focus on what is most important to you, your family, and your organization.
Our team of experienced professionals provide the tailored advice, knowledge, and global resources needed to help make informed, confident decisions about your current and future wealth.
We are committed to providing exceptional client service and are dedicated to helping make a meaningful difference in your life by bringing together the diverse skills, extensive experience, and advanced credentials of our dedicated wealth management professionals.
Included on Forbes'
Best-In-State Wealth Management Teams List in 2023-2025
Best-In-State Wealth Advisors List in 2021-2025
and Best-In-State Top Women Wealth Advisors List in 2022-2025
Congratulations to the team on their selection to the 2025 Best-In-State Wealth Management Teams and to Toni L. Taft on her selection to the 2025 Forbes Best-In-State Wealth Advisors & the 2025 Forbes Top Women Wealth Advisors.
Click here to view the listing.
Forbes Best-In-State Wealth Advisors 2021-2025
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).
2024 Awarded April 2024; based on the time period from 6/30/22 - 6/30/23
2023 Awarded April 2023; based on the time period from 6/30/21 - 6/30/22
2022 Awarded April 2022; based on the time period from 6/30/20 - 6/30/21
2021 Awarded February 2021; based on the time period from 6/30/19 - 6/30/20
Fee paid for use of marketing material.
Award Disclosures
Forbes Top Women Wealth Advisors Best-in-State 2022-2025
2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com).
2024 Awarded February 2024; based on the time period from 9/30/22 - 9/30/23
2023 Awarded February 2023; based on the time period from 9/30/21 - 9/30/22
2022 Awarded February 2022; based on the time period from 9/30/20 - 9/30/21
Fee paid for use of marketing material.
Award Disclosures
Forbes Best-In-State Wealth Management Teams 2023-2025
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com)
2024 Awarded January 2024; based on the time period from 3/31/22 - 3/31/23
2023 Awarded January 2023; based on the time period from 3/31/21 - 3/31/22
Fee paid for use of marketing material.
Award Disclosures
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.
Our Team
The Bellwether Wealth Management Group consists of a fully integrated team of financial professionals, with a cumulative total of 75 years of experience in the financial services industry. Our advisory team includes a CERTIFIED FINANCIAL PLANNER® professional, Accredited Domestic Partnership Advisor, and Accredited Asset Management Specialist.
Meet Our Team
Our Accolades
Year after year, members of our team continue to be recognized by our peers, our firm, and our industry for the diligence we display in helping guide our clients toward prosperity. Members of our team are honored to have been recognized by Wells Fargo Advisors, Forbes, Barron's, and others. We believe recognitions like these are only possible because of our clients.
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Our Process
Over the years, we have developed and carefully refined our investment process. While the specifics of every individual and family we work with are different, there are many common elements in how we work with clients. We are committed to delivering a comprehensive plan to help our clients achieve their individual goals.
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