Our Mission

Staying on top of financial matters as your assets grow requires advice from across the financial spectrum. For years families have turned to the Oak Valley Wealth Management Group of Wells Fargo Advisors for investment planning services – this includes portfolio construction and asset allocation, savings strategies, retirement income planning, education funding, tax-efficient investing strategies, insurance needs and estate planning strategies.  Our clients often seek our advice on financial matters that go beyond the scope of their investment portfolios, which we welcome.

The Oak Valley Wealth Management Group brings more than six decades of industry experience to the table.  Our advisors bring a wealth of life experience, with our next-generation advisors offering fresh, new perspectives, along with ongoing support for years to come. 

As a team, we are committed to treating our clients like family, providing advice that is solely in their best interest, while striving to alleviating concerns about their financial future via a detailed investment plan.  Everything we do is designed to provide our clients with the financial confidence necessary to live the life they want to live.

We invite you to join a team that combines both experience and resources with a genuine desire to help you create, plan, and achieve your long-term financial goals.

Oak Valley Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, DE, FL, GA, IN, MD, ME, MO, MS, NC, NJ, NY, OH, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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