The Wilshire Group provides you with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. The team’s rigorously trained Financial Advisors build personal relationships with their clients, tapping the company’s vast network of specialists to craft solutions individually tailored to your needs.
Our advisors believe they separate themselves from their peers by employing a valuable set of differentiating ideals, which include the following:
Team Approach • Accessibility and Communication • Systematic Tactical Allocation
Absolute Return vs. Relative Return • Passive vs. Active Management
Special Situations and Client Connectivity • Transparency and Accountability
As key pillars to our team's approach, we like to think of the following 10 solutions as our areas of focus.
Asset and Portfolio Management • Qualified Plans and IRAs
We can provide access to lending products and services through Wells Fargo affiliates
Estate Planning Strategies • Tax Considerations and Efficiency
Gifting and Philanthropy • Business Succession Planning • Concentrated Stock Services
Insurance and Risk Management • Goals Analysis and Retirement Planning
Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
Wells Fargo Advisors is a premier financial services firm, serving investors nationwide. Driven by a strong and abiding commitment to service, we help our clients succeed financially with investment planning and advice designed to help them achieve their life needs and financial goals.
As part of Wells Fargo & Company, Wells Fargo Advisors draws on extensive experience and products across the company to help satisfy our clients’ financial needs.
Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. Wells Fargo ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations.
*All data as of January 13, 2023.
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