Poole/Thompson Wealth Management Group of Wells Fargo Advisors

Our Approach


Successful planning requires honest, forthright communication between advisors and clients. As a result, we work to develop mutual trust, respect, and understanding. We will consistently and responsibly perform all services requested and work to be available when you need us. We will:

Treat you with respect and dignity

Act as your advisor, always putting your interests first

Strive to acquire a complete and accurate understanding of your goals, tolerance for investment risk, and time frames

Explain the implications of any strategies we suggest

Provide updates by email, mail, and phone

Meet with you to review your financial strategy action plan

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, AZ, CO, FL, GA, IA, LA, MI, MO, MS, MT, NC, RI, SC, TN, TX, UT, WA). 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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