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Experience that Makes a Difference

The WHM Group is a team of Financial Advisors who leverage complementary skill sets to provide clients with a comprehensive highly disciplined, rules-based approach to wealth management.

We offer knowledge in developing comprehensive, results-focused financial strategies designed to maximize clients' investment success in all market cycles. These strategies are delivered with full disclosure, independent thinking and transparency.

Our team has experience serving a range of clients. Specifically, we provide families, professionals, pre-retirees and retirees with thorough strategies that are rational and easy to understand. In addition, The WHM Group consults with institutions such as pension funds, foundations and endowments to assist them in meeting their specialized investment requirements.

Your Team

Each of WHM's team members is backed by years of valued experience in the financial services industry.

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Our Process

We provide comprehensive investment and planning strategies that are logical and process-oriented to help our clients.

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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, CA, CT, DE, FL, GA, IL, LA, MO, MS, NC, NJ, NY, PA, SC, TN, TX, 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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