A Dynamic Approach to Wealth Management

Total Wealth Management v.2.png
About Us

About Us

      The Finby Kimmes Wealth Management Group provides wealth management assistance to investors. We are comprised of four professionals highly-trained in investment planning, account supervision, and support, led by Rhonda J. Finby and Jonathan F. Kimmes.

      Our wealth management knowledge, applied with our techniques, is important in helping you, the investor, realize your financial dreams and objectives. Your personal and business assets may need to be invested, sheltered, and managed for many years, so it is paramount that your Financial Advisors have experience, education, and ethics. Our knowledge works for you.


      Rhonda's LinkedIn    
      Jonathan's LinkedIn

      Planning

      At Wells Fargo Advisors, we’ve built one of the nation’s premier investment firms around a deep respect for planning. Our commitment to helping you plan more effectively, invest wisely, and map a realistic course to your future years is nowhere more evident than in our Envision planning process.

      Wisdom

      It’s no secret that markets move in cycles, most often in tandem with the ups and downs of the global economy and industries behind them. Lean years often follow boom years and market bubbles. Recessions give way to periods of growth, stability, and investment. We’ve been through our share of bull and bear markets over the past 125 years, and we will leverage that experience to assist you in navigating the complex world of investments.

      History

      Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and service, as well as consumer and commercial finance, through 7,200 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 31 countries and territories to support customers who conduct business in the global economy.  Wells Fargo serves one in three households in the Unites States.  Wells Fargo & Company was ranked No. 30 on Fortune’s 2020 rankings of America’s largest corporations. ** as of 10/14/2020

      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 (AR, AZ, CA, CO, FL, GA, HI, IL, IN, KS, KY, LA, MT, NC, NM, NV, NY, OH, OR, SC, TN, TX, VA, WA, WI). 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.

      A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.



      © 2021 Wells Fargo Clearing Services, LLC. All rights reserved.

      FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

      FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX