The Calhoun, Proud & Shields Wealth Management Difference

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We are dedicated to understanding your goals and delivering strategies to help you meet your financial needs. We bring an integrated approach to wealth management and planning and have access to the resources of Wells Fargo Advisors. We offer a full range of services including wealth management, retirement planning, corporate retirement plan consulting, investment consulting, and risk management strategies. We believe that taking a proactive approach to your financial life is the first step in a successful plan. Our objective is to provide you with the advice and resources you need to help achieve financial success. With your personal goals and our experience, we will work together to develop comprehensive strategies that are tailored specifically for you. We understand how important your financial goals are and we take them seriously. Our goal is to exhibit the highest professional and ethical standards and have built a knowledgeable practice to assist you with some of life's most challenging financial issues.
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2020 Outlook - A Call for Resilience

Entering 2020, we appear to be in an uncertain part of the economic and market cycles. Although some investors may be tempted to move away from risk assets, Wells Fargo Investment Institute (WFII) believes this is the time to focus on quality assets. For more information on investment themes and events to be aware of in 2020 please click below to review the report. Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

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Election 2020 - Insights & Impacts

With questions and concerns surronding the upcoming 2020 presidental election our analysts at WFII have put together research looking back on how the market has reacted during past elections years and key issues to moniter during the current elections cycle. Please click the button below to read the report.

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Value of Diversification

Diversification and asset allocation have the potential to improve overall portfolio performance and help mitigate loss during market downturns. For an in-depth analysis on how diversification and asset allocation can improve your portfolio, please click on the link below.