Whether you're a new client or one who's been with us for decades, our mission is simple: to provide sound investment advice and the highest level of personal service to help you achieve both your investment goals and your personal goals.
At a time when investment transactions have become commoditized and the amount of financial information is overwhelming, we believe it's more important than ever to seek sound financial advice. Our group can offer the guidance you need to make intelligent investment choices. No matter what the market is doing, the Cooper Meyer Wealth Management Group of Wells Fargo Advisors can help you invest wisely at a risk level you're comfortable with.
Our clients are our friends and neighbors – people we see in our neighborhoods, at the theater, and the baseball stadium. Since we began, these relationships have formed the core of our practice, and they have grown to include the next generation.
We work hard to serve our clients' personal and financial needs – whether they need financial advice, help gaining access to lending services (offered through Wells Fargo affiliates), referrals to other professional advisors, etc. First and foremost, we are here to help, and we want to help our clients succeed financially.
From beginning to end, our approach is personalized because your needs are unique.