Bringing Confidence to Your Investment Planning
The Boys Georgiadis & Kelly Wealth Management Group of Wells Fargo Advisors has been recognized as one of the Forbes Best-in-State Wealth Management Teams for both 2023 and 2024. We’re humbled to receive this award and hope you see this recognition as a reflection of our ongoing commitment to always putting clients’ interests first. We sincerely appreciate the opportunity to serve your wealth management needs and the trust you place in us to help you pursue your short- and long-term investment goals.
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future, while helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.