The O'Dell Financial Group of Wells Fargo Advisors provides comprehensive investment planning to a limited number of families at the multigenerational level. Our goal is a lifelong relationship with you and your family based on a keen understanding of your goals, your values, your concerns and dreams.
We help you take advantage of financial opportunities, manage your risk, and mitigate your tax situation by designing a roadmap - a comprehensive wealth management plan that uses a disciplined and balanced approach to investing as the guide. The detailed plan we develop is designed to grow and preserve your wealth by matching your objectives and risk tolerance to appropriate asset allocation strategies.
Our regular review and adjustment of your plan takes into consideration life-changing events and milestones to help keep you on your path to your dreams.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.