At The Kirkpatrick Investment Group of Wells Fargo Advisors, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for achieving those goals
- Ongoing advice to help adjust their roadmap when their needs change
Our services cover a broad array of areas from investment and risk management strategies to retirement planning and wealth transfer strategies. We focus on helping our clients develop a customized, cohesive financial strategy that fits their unique needs and is designed to help them with their short- and long-term objectives.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on the Kirkpatrick Investment Group of Wells Fargo Advisors, please contact us today.
Our dedicated team can provide you with:
- Advisory services
- Asset management
- Brokerage services
- Estate planning strategies
- Retirement planning
- Portfolio analysis
To help balance your whole financial picture, we can also refer provide access to lending products, including securities-based financing, residential mortgages, home equity financing, business financing and credit cards.. To learn more click here
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.