Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
Kotin & Antony Financial Consulting Group of Wells Fargo Advisors Named as One of Forbes' Best-In-State Wealth Management Teams in 2025
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of Logo.
Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
2024 Midyear Outlook: Approaching the Economy’s Pivot Point
Wells Fargo Investment Institute shares potential investment opportunities and risks for 2024’s second half and beyond.
Get the report
Calculators
Use our financial calculators to help you run the numbers to see where you stand in your investment plans.
Calculators