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Bob DeWitt, CIMA, CPWA, RICP

Vice President, CERTIFIED FINANCIAL PLANNER®

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of our selections.

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College Savings Plans

Saving up for your child’s college education doesn’t have to interfere with retirement goals. Find out how 529 plans and trust funds may work for you.

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401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

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2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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