At the Taft Barrett Wealth Management Group of Wells Fargo Advisors, we focus on what is most important to you, your family, and your organization.

Our team of experienced professionals provide the tailored advice, knowledge, and global resources needed to help make informed, confident decisions about your current and future wealth.

We are committed to providing exceptional client service and are dedicated to helping make a meaningful difference in your life by bringing together the diverse skills, extensive experience, and advanced credentials of our dedicated wealth management professionals.

Included on Forbes'
Best-In-State Wealth Management Teams List in 2023,
Best-In-State Wealth Advisors List in 2023, 2022 & 2021
and Best-In-State Top Women Wealth Advisors List in 2023, 2022, 2021, & 2020


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Congratulations to the team on their selection to the 2023 Best-In-State Wealth Management Teams and to Toni L. Taft on her selection to the 2023 Forbes Best-In-State Wealth Advisors & the 2023 Forbes Top Women Wealth Advisors.

Click here to view the listing.


The 2023 Forbes "Best-In-State Wealth Management Teams", "Best-In-State Wealth Advisors", and "Top Women Wealth Advisors" rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.

Transcript

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 (AK, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, MA, ME, MN, MT, NC, NM, NV, NY, OR, SC, TX, UT, VA, WA). 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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