Committed to you and your family’s wealth management needs
The Fetsch Lee Group of Wells Fargo Advisors is committed to shaping legacies across generations. We focus on the unique stages of life that every client experiences, ranging from marriage and parenthood to retirement and estate planning strategies. Our multi-generational process is unique to each client’s needs, focusing on what they value most.
We are honored to be named one of Forbes’ Best-in-State Wealth Management Teams in 2024.*
*As “The Fetsch Lee Group at Morgan Stanley”
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.