Potter Stewart Private Wealth Management Group
of Wells Fargo Advisors

Your Goals, Our Guidance

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Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

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281.208.6206
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2025 Outlook: Charting the economy's next chapter

Wells Fargo Investment Institute’s 2025 outlook for the economy, equities, fixed income, real assets, and alternative investments.

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News and Insights

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Wells Fargo About Money Podcast

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.

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Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

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Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

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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

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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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