Independent Women

We help guide you through many different life-stages and types of transitions, including death of a spouse, divorce and career changes. We can help you plan to provide for parents or special needs children.

Planning Based On Your Needs
Our custom planning process helps identify your short-term and long-term goals and priorities and build a plan to meet your specific needs, as well as provide the necessary conservative, long-term growth needed to minimize the chances of outliving your money.

Advocates For Your Success
We take the time to listen to your priorities and then provide the resources and foundation so you not only accomplish those goals, but have the time and confidence to enjoy life.

Ongoing Education
Our team takes an academic approach to investment planning and continually provides resources, content and personalized advice and guidance to help address your questions, concerns or ideas for your financial future.


We help you overcome obstacles and build on your strengths.



Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.