SOUND FINANCIAL STRATEGIES FOR EVERY STAGE OF LIFE

Just as your life has a purpose, so does every dollar you’ve made. The purpose of the Buell Financial Group of Wells Fargo Advisors is to direct your assets through meticulous investment planning with the intent of delivering exceptional results. Our goal is to help you to live the life you want.

WHO WE SERVE

Our ideal client is one who has complex or special financial circumstances in need of intricate investment guidance.

Individuals

Professional Athletes

Trusts

Multi-Generational Families

Estates

Entrepreneurs

Business Owners

Celebrities

HOW WE INVEST

The decisions made regarding your wealth carry significance and responsibility. A “set and forget” approach won’t do. To generate the greatest likelihood of returns on your assets while seeking to minimize risk, we run multiple stress tests utilizing our Envision® process based on your distinct objectives. We amend those investments as market forces or your life’s circumstances change.
 
Our Assets Under Management
exceed $1 Billion as of 10/01/21 

LATEST INSIGHTS