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We are more than just your money managers. We work to help high-net-worth individuals, families, and businesses achieve greater financial confidence through strong investment planning and management. We aim to take great care of you, your needs, and your goals, and we feel a great sense of responsibility that you have entrusted us to help with your investment planning.

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Far from being a couple of advisors who joined practices, our team is more like a family – in fact, some of our team members are also family members. After 20+ years in business together, we work as a unit, not taking on individual clients per advisor but serving each client together as a team.

We’ve stuck together with each other and with our clients through good times and bad. We weathered the storms of the 1999 technology crash, 9/11, the financial crisis of 2008, the S&P 500 flash crash of 2010, the taper tantrum of 2013, Brexit in 2016, and the COVID-19 pandemic.

We are resilient, tight-knit, and ready to serve your investing needs.

 

Distinctions and designations

The Weinkle Batson Investment Consulting Group of Wells Fargo Advisors has recently been named to Forbes' 2024 Best-in-State Wealth Management Team.  The Forbes Best-in-State Wealth Management Teams 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.  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 disclosded criteria.  We are proud to have received the recognition and would like to thank each of our clients who continue to put their fatih in our team.  

Brian Weinkle, CWS, Senior Vice President - Investment Officer;  Pam Batson, CFP, Senior Vice President - Investment Officer; and Andrew Weinkle, CIMA, First Vice President - Investment Officer have all earned the distinction of Platinum Council* at Wells Fargo Advisors from 2019 to 2021. All three advisors also hold advanced certifications that have increased their expertise in the field. Brian Weinkle holds the Certified Wealth Strategist® (CWS®) designation, Pam Batson is a CERTIFIED FINANCIAL PLANNER™ professional, and Andrew Weinkle holds the Certified Investment Management Analyst (CIMA®) designation.

*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.   Additional criteria, best practices and team structure may also be used to determine recipients. 

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, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NM, NV, NY, OR, SC, TX, UT, VA, VI, WA, WI). 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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