Wealth Management

Personalized approach to help achieve your goals. Learn More 

Disciplined Process

Collaborative process to build your unique plan. Learn More 

Premier Client Service

Building a strong connection with you. Learn More 

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Clients. First. Always.

With over 125 years of combined experience, Slates Wealth Management Group of Wells Fargo Advisors draws on the knowledge and skills of each team member to create personalized planning strategies to build, manage, protect and transition your wealth.

Our planning process puts your needs first and draws on our team's custom portfolio management experience. We create wealth management plans that focus on what you want to accomplish and coordinate with your other professional advisors to help keep your plan in step with your life.

Through regular meetings and communications, we keep you up-to-date on your progress toward your goals. As financial questions arise —and your circumstances change over time—we are here to offer guidance, trusted advice and the investment solutions to help you make the best decisions for you and your family.

We Believe Working With Us

Client/Advisor FIT – We work with a select group of clients who value our involvement, philosophy and communicate with openness and trust our professional guidance and council.

The Key to success is a plan – Our personalized planning approach prepares you for each stage of life.

Better results through a team approach – Drawing on the strengths of each team member, we deliver tailored financial solutions.

Experience adds Alpha – Your portfolio is designed to help achieve your investment goals without adding unnecessary risk.