By aligning your goals, priorities and risk parameters, The Blumenthal Financial Group uses broad-based research, provided by the Wells Fargo Investment Institute* to set the appropriate asset classes, market exposures and overall portfolio diversification requirements for your portfolio. We leave the individual security selection up to the discretion of professional money managers who have specialized skills and competitive advantages.
Customized investment strategies help ensure that your portfolio is appropriately allocated according to your personal needs. If your goals or financial circumstances change, it's easy to update your plan to account for the changes and help you stay on track.
We are trusted advocates for your overall financial success and provide clear, straight-forward investment advice.
* Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.