Poole/Thompson Wealth Management Group of Wells Fargo Advisors

Our Story

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

Education Planning

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

* Wells Fargo Advisors is not a legal or tax advisor.

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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