COMPREHENSIVE INVESTMENT MANAGEMENT STRATEGIES

Helping to create, preserve, distribute and transfer wealth.

BUILDING A LONG-LASTING FINANCIAL LEGACY

Connelly and Moore Wealth Management Group of Wells Fargo Advisors is committed to providing you with the informed perspectives and tailored approaches to your financial needs and challenges.  As your trusted advisors, we begin with a deep understanding of your financial priorities and then offer you the vision to help you build a long-lasting financial legacy - and the agility to help you preserve that legacy through all types of economic and market conditions.  Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve and transfer your wealth.  

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Our Services

Connelly & Moore Wealth Management Group serves individuals and businesses in all areas of investment planning.

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Private Investment Management (PIM®)

PIM is a consultative process where the portfolio manager oversees the development of each client's personal investment strategy. The process is further enhanced with the use of Wells Fargo Advisors' Envision® investment tool.

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Envision® Planning Process

We believe that Envision® is one of the most innovative financial strategies available today. The planning approach offers you an effective way to identify your highest priority goals on your own fully customized index.

Services

AN EXPERIENCED TEAM

We are an advisory team with a broad financial services background.  Our primary focus is to maintain lifetime relationships with our clients and hold ourselves individually and collectively accountable.  We create an investment plan specfically tailored for each client to help meet all of their financial goals.   And we maintain consistency in plan execution and outstanding communication.   Lastly, we believe attention to detail sets up apart from other wealth managment services professionals.  
Connelly & Moore Wealth Management Group

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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