With You Through Every Phase of Life

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Quin Oaks Investment Group is a team of highly experienced financial services professionals who provide personalized, goals-based investment planning and guidance for its clients.

Our group offers specialized experience in in developing results-focused financial strategies custom-tailored to help meet your priorities throughout each of life’s major stages – accumulation, distribution and legacy.

We believe successful client relationships begin with listening. Our collaborative process focuses on learning about the things you value most, helping you clarify your highest priority goals, and designing an investment plan to fit your unique needs.

Farm

The Quin Oaks Story

The name Quin Oaks came from the five oak trees that lined the driveway up to the farmhouse where David Clarke lived with his family when he was growing up. A couple of the most important things he learned while on the farm were the value of hard work and humility.

Let's Have A Conversation

We welcome the opportunity to meet with you to learn more about your wealth management needs and goals, and we look forward to discussing how we can serve as a resource to help you develop strategies designed to achieve your objectives. Please contact us today at (855) 282-1840 or quinoaksinvestmentgroup@wfa.com to schedule a confidential, no-obligation portfolio review or private consultation.

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Quin Oaks Investment Group of Wells Fargo Advisors

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 (AZ, CA, CT, FL, GA, ID, IL, MI, NV, OR, UT, VA, 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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