Our Investment Philosophy

We believe that in order to achieve long-term financial success, it’s not enough to pursue diversification in your investment portfolio. Each portfolio must have a defined purpose, whether it’s focused on income, growth, or addressing downside volatility. Our team specializes in creating strategies for wealth and generating secure income streams. We also provide individualized strategies based on each client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. Clients who work with us can expect a high level of service and attention to their specific objectives. We meet with clients to help ensure their wealth management plan is aligned with their personal circumstances and financial goals.

Furthermore, we believe the best relationships are built on trust. We’ve earned our clients’ trust and respect because of our integrity, exceptional customer service, and performance. We always put the needs of our clients first, and we strive to find a customized solution for each individual and their unique needs.

Our team is passionate about what we do and the lives we impact. As a work family, we share the same core values and an environment that fosters enthusiasm and fun. We invite you to experience for yourself why our clients have chosen IFG Financial Strategies Group as their preferred choice for investing and investment planning.

Investing involves risk including the possible loss of principal. Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss, including in declining market. 

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, CT, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NM, NY, OH, PA, SD, TX, VA, 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.

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.

© 2022 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