We create investment strategies and build portfolios with your future in mind, focused on where you want to go and how to get you there with the least amount of risk.
Our investment approach focuses on a dividend growth strategy that prioritizes investing in high quality companies with the potential to raise dividends over time.
This strategy aims to generate a growing income stream during retirement. We consider these companies to be strong in their fundamentals, leading players in their respective industries, and promising candidates for overall return on investment.
Our investment approach focuses on a dividend growth strategy that prioritizes investing in high quality companies with the potential to raise dividends over time.
This strategy aims to generate a growing income stream during retirement. We consider these companies to be strong in their fundamentals, leading players in their respective industries, and promising candidates for overall return on investment.
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We leverage the in-depth research and security selection recommendations from the Wells Fargo Investment Institute
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Each portfolio is customized based on the risk temperament and time frame for each client
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We leverage risk management strategies to help protect assets
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Tax-efficient investment strategies are employed to help manage the impact of taxes
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Fixed income securities are used to help create cash flow to meet each client’s need
“Do you know the only thing that gives me pleasure? It's to see my dividends coming in.” - John D. Rockefeller
Wells Fargo Advisors is not a legal or tax advisor.
