Our Values

We know that our clients depend on us, and we are aware of the immense responsibilities that this brings. Our clients’ livelihood, wealth, and well-being depend on the values, ethics, and conduct of our team.

The Values that we believe define our team:

·         Listen first, then talk.

·         Be transparent in everything we do.

·         Serve our clients with integrity, honesty, and compassion.

·         Focus on the client’s needs and shape our advice around those needs.

·         Deliver high-quality advice in a prompt, and efficient manner.

·         Try to keep it simple and communicate.

·         Continue to learn and grow professionally.

·         Always strive to improve the experience.

·         Promote an attitude of optimism and caring.

·         Remember to have fun.


PM-11162025-6630751.2.1
Tovar Wealth Management Group of Wells Fargo Advisors

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, CO, DC, DE, FL, GA, IA, IL, LA, MA, MN, MO, NC, NJ, NY, OH, OK, SC, TN, VA, VT, 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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