Helping to Simplify the Complexities of Your Financial Journey

In a world where it may feel that many investment managers look alike, CTH Wealth Management Group of Wells Fargo Advisors works to distinguish itself with a superior level of client care. We are boutique, multi-generational investment practice that utilizes the vast resources of a premier financial services firm to deliver comprehensive investment advice and institutional-quality wealth management platform with an extraordinary depth of integrated resources.

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Guided by experience

From our experience, we feel many people have a level of anxiety about their financial well-being as it is hard to picture a future that is undefined. Our team focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them through various life stages. Our individual planning approach combines experience, insight, and a deep understanding – not just for a client’s goals and objectives, but also for their lives, family, interests, and passions.

With more than 120 years of combined experience in the financial services industry, we utilize our extensive experience and capabilities to help uncover relevant insights and develop fully integrated, cohesive solutions for the many different facets of your financial life.

Investment and Insurance Products are:

  • 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

This information is intended for use only by residents of (AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

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 products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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