Family looks after family — and ours will look after yours. For nearly four decades, Limestone Wealth Management Group of Wells Fargo Advisors has served as the first call clients make for heartfelt help with all things related to their financial security.
Award-Winning Guidance
Our team is proud to be recognized for the level and quality of service that strives to make a difference in our clients’ lives.
2026 Forbes Best-In-State Wealth Management Team.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 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 (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
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Who want to make better decisions about their livelihood |
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Who want to feel empowered with their financial potential |
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Who want to make smarter decisions with their equity |
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Who want to keep more of what they’ve worked so long to save |
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Who want help securing their long-term viability |
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Who want a guide with experience helping their co-workers navigate retirement plan opportunities |
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Who want advice specific to their careers and earnings |
|
Who want to make better decisions about their livelihood |
|
Who want to feel empowered with their financial potential |
|
Who want to make smarter decisions with their equity |
|
Who want to keep more of what they’ve worked so long to save |
|
Who want help securing their long-term viability |
|
Who want a guide with experience helping their co-workers navigate retirement plan opportunities |
|
Who want advice specific to their careers and earnings |
Working with Us Means You Have Access to Financial Advisors That:
Think long-term about your long-term goals Use the latest technology and tools, like eMoney, to amplify your investment plan Aim to promote your multi-generational success Have helped hundreds of families and individuals Prioritize professional development by earning the CERTIFIED FINANCIAL PLANNER® certification, which Tracy & Brooke both hold
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