Our Philosophy

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At Wellesley Private Advisors, we firmly believe in building enduring relationships with our clients that are built on mutual respect and confidence.

A core tenet of our philosophy is to work tirelessly to help guide our clients through an investment approach that allows them to “dig deeper” than the obvious to seek to take advantage of potential inefficiencies in the market.

In addition, we help clients develop a strategic and tactical portfolio asset allocation designed to minimize risk and maximize potential returns. A properly allocated portfolio may be more likely to participate in long-term market gains while reducing exposure to short-term market volatility.

Our team of professionals adheres to the Golden Rule and takes care of clients in the same way we would like to be looked after if we were in the same position. This includes providing the highly personalized touch of a family office—while eliminating typical expenses and administrative requirements.

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 (CA, CO, CT, DC, FL, GA, MA, MD, ME, MI, NH, NJ, NY, TX, UT, VA, VT). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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