The Parson Investment Group of Wells Fargo Advisors, formerly known as The Church/Parson Investment Group of Wells Fargo Advisors, was established in 2005 by Raymond D. Church and Paul K. Parson. The two shared an expertise in the intricacies of financial management and a passion for helping clients in any stage of life realize their financial goals. They founded their investment group on the principles of professional integrity, unparalleled quality, and client-focused service.
We continue to build on those founding principles today by creating an atmosphere of collaboration and trust—with our team members and with our clients.
We are united by a mission to serve clients with our best thinking and extensive range of wealth management solutions. Each member of our team has a unique skill set, and we work collaboratively to ensure that our diverse perspectives work together to achieve the best outcome.
No one is a better team member than our client themselves. We love working alongside clients to explore financial management strategies and help them create and manage their wealth. Our team encourages collaboration with personal accountants and attorneys to help our clients benefit from a comprehensive approach and better realize their financial goals. Whatever the strategy, we believe in building lasting relationships grounded in mutual trust.
We are an investment management team within one of the nation's premier financial services firms. As we've grown, our process for planning, growing, and preserving our client's wealth has become more streamlined, but our dedication to our clients has never wavered. Through our personalized and holistic approach to wealth management, our clients have entrusted us with the management of more than $225 million in assets as of June 5, 2018.
We look forward to working with you and employing the investment capabilities of Wells Fargo Advisors to develop a process to help meet the objectives of your financial goals. At The Parson Investment Group, we want to help you make the most of your wealth, alleviate worry, and live life by design, not by default.