Stude Bloom Wealth Management Group
of Wells Fargo Advisors

Success Starts Here

Our value system is more than just providing quality or being committed to helping our clients succeed. These are the key drivers to how we operate:

Education

The financial industry is made up of highly complex products, smooth-talking salesmen and industry jargon that will make your head spin.  You can be certain we will spend the time needed to educate you with as much information as you would like.  There is comfort and confidence with feeling empowered that you have made the right decision.

Simplicity

Sometimes complex products are necessary to solve a problem but they are oftentimes overused.  We strive to keep things as simple as possible for our clients.  However, do not mistake simplicity for minimalism.  We have access to a broad range of products and will offer them as a solution when and if a situation warrants it.

Fairness / Fee conscious

We know our clients have worked hard to get where they are today and we know that the more they can keep in their pocket, the better off and happier they will be.  We are confident that we charge a fair price commensurate with the value we provide and no more. 

Family

We consider our clients an extension of our family.  We celebrate in their successes and lament along with them in their disappointments.  We are there for them for each step along their journey.

Integrity

Clients will often ask us if we would make the same recommendation or use the same investment solution for ourselves or our own family members.  The answer is simple – yes.  In fact, we use this guiding principle as a barometer when making any recommendation to a client.

Passion

There are not many professions where you can work with a client to navigate difficult decisions in life and help them accomplish their goals.  We love being financial advisors and wake up feeling energized to support and service our clients every day.

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 (AL, AR, AZ, CA, CO, CT, FL, HI, IA, IL, KS, MA, MD, ME, MI, MO, MT, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WY). 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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