Focused on helping secure your financial future

The Investment Consulting Group is a team of highly experienced investment professionals who focus on proactively overseeing the comprehensive financial affairs of corporate executives, small business owners, and financially successful individuals.

Our Purpose

The Investment Consulting Group’s focus is helping those who are interested in getting from point A to point B where it involves their financial well-being.

We recognize there are common financial goals and there are unique financial goals. Our objective is to understand each of our client’s goals, plans, and expectations; provide a personal financial blueprint that will help map out getting from point A to point B; implement responsible investment management solutions for that client’s portfolio; and all along the way, building enduring client relationships that have such qualities like trust, respect, and confidence. Furthermore, we help direct other financial related services that are part of a complete, overall wealth plan. Please see our comprehensive services page for more information.

Our team of professionals adheres to the Golden Rule and takes care of clients in the same way we would like to be looked after if we were in the same position. This includes providing the highly personalized touch to each one of our client relationships.

Locations

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.
Investment Consulting 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, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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