Families that are in the midst of significant financial transitions such as changing jobs, selling a business, retiring, or inheriting family wealth can need assurance that their vision for the future can potentially become reality.
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For over two decades, it has been the mission of Haynes Huffard, Brian Huber, and Ed Waits to help guide clients through the meaningful financial transitions of their lives. Our team works to help our clients successfully realize their vision for the future and the legacies they hope to create for their families.

To effectively navigate these transitions, we believe in building a long-term, trusted relationship with our clients to uncover, identify, and prioritize their financial needs and challenges. Life is not static, and we are always mindful of the changes life can bring. Our role is to be proactive and responsive as needs evolve.








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Wells Fargo & Company is a nationwide, diversified, community-based financial services company with $1.88 trillion in assets.* From its size and strength to its incomparable lending capabilities, we are supported by specialists in virtually every wealth management discipline. We have the capability to provide our clients with premier brokerage and asset management services as well as access to lending, trust, and investment banking expertise through Wells Fargo affiliates.

*As of September 30, 2022
Huffard, Huber & Waits Wealth Management Group

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 (AL, CA, CO, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, OH, OK, SC, TN, TX, UT, 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.

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

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