Poole/Thompson Wealth Management Group of Wells Fargo Advisors
As part of our commitment to helping you achieve your goals and objectives, we provide tailored wealth management services with comprehensive and detailed investment planning that have come to exemplify our practice. To that end, we either provide or facilitate many aspects of the services listed below.
Comprehensive Wealth Preservation Strategies
Detailed Retirement & Insurance Planning
Business Owner & Executive Services
Estate Planning Strategies
Special Needs and Philanthropic Services through Wells Fargo affiliates
* Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
* Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specilalizes in estate planning and is licensed to practice law in your state.
Important notice: You are leaving the Wells Fargo website
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.