Our Vision

Make a difference. Guide. Coach. Teach. Create Strong Relationships for Generations to Come...

Glen Sher, Managing Director - Investments and Michael Jeshiva, Vice President - Investments provide highly individualized personal service to corporations and high net worth individuals through comprehensive retirement planning and wealth management services. Our goal is to exceed client service expectations, anticipate future needs and provide unbiased, clear strategies on a continual basis.

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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.

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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