James Nolte designated a Premier Advisor by Wells Fargo Advisors

James Nolte
James Nolte, CFP®, Managing Director-Investment Officer for Chlumsky Wealth Management Group of Wells Fargo Advisors, has received the Premier Advisor designation from Wells Fargo Advisors for 2018. This designation is held by a select group of Financial Advisors within the firm as measured by business production, completion of educational components and professionalism.

The achievement is the latest milestone in Nolte’s more than 40 years of investment planning. He believes it reflects his mission to have a lasting, positive impact on the lives of clients and their families.

“We can’t be everything to all people, but we aim to be everything to some people, and those are the people I call my clients,” Nolte said.
Nolte sees his role as that of an educator who uses simple, direct, responsive language that clients understand. His goal is to help them gain the knowledge they need to accomplish their financial goals. 0418-03616

“My business theme has been, ‘Getting you to and through retirement.’” Nolte said. “It’s a long-term arrangement. I wanted to focus on multigenerational relationships. I’m proud to say that we have second-, third- and even fourth-generational relationships in our practice today. I wanted to create a family office atmosphere where clients were comfortable calling me to ask any questions pertaining to their finances.”