The Blanchard Wealth Management Group
of Wells Fargo Advisors

Our Mission Statement

The Blanchard Wealth Management Group of Wells Fargo Advisors helps build, manage, preserve and transition wealth for a select group of individuals, families and businesses. Our mission is to be our clients’ trusted advisory team. Our role is to educate, guide and coach our clients so they can make prudent decisions and avoid common financial mistakes during their financial journey.

We take a comprehensive approach to wealth management with all of our clients. Wealth consists of investments, liability management, risk management (through insurance and other asset protection strategies), and trust, estate investment planning and fiduciary services available through Wells Fargo affiliates. Our clients look to us for input and advice on all aspects of wealth management. We bring our education, advanced training and commitment to ongoing professional development as well as over 50 years of collective experience practicing wealth management with care, skill and caution. Our senior member, Terry (Managing Director-Investments), has over 35 years of experience being a trusted advisor and Brandon (Financial Advisor) is a CERTIFIED FINANCIAL PLANNER™. With two former college athletes, our team brings the same level of commitment, drive, discipline and focus that we had on the court to every client relationship. 

Our process always begins by listening to our clients. We listen to understand their past experiences, current situation and aspirations for the future. With the information clients share with us we go to work. We study, analyze, model and develop customized solutions and strategies to help them meet their goals and objectives. Then we explain our recommendations in plain, simple English with no technical jargon. With our client's permission we implement our recommendations in an independent, objective, unbiased and cost-effective manner. Then we can meet to review and evaluate the progress of the client's plans and we will make adjustments when there are material changes in the markets, tax laws or the lives of our clients.

Terrance Blanchard, Managing Director-Investments
Brandon Blanchard, CFP®, Financial Advisor
Wells Fargo Advisors
400 Spectrum Center Drive, Suite 2160
Irvine, CA 92618

CAR-1021-04997

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 (AZ, CA, CO, FL, HI, NV, OR, PA, TX, UT, 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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