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.  

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.