Who We Are

The Wert Investment Consulting Group of Wells Fargo Advisors difference lies in our dedication to quality and our disciplined approach to your wealth management and investments. We take pride in building relationships with our clients and their families first, so we can better understand your needs today and in the future.

At Wert Investment Consulting we provide a range of wealth management services to fit your goals and needs. Our founding principle is to put your interests above all, with a goal to consistently exceed expectations. We invite you to learn more about our services.

Forbes Best-In-State

Robert Wert is a proud member of the Forbes Best-In-State Wealth Advisors for 2018, 2019, 2020, 2021, and 2022.

The Forbes Best-in-State Wealth Advisors 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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 the disclosed criteria.

State of the Markets Monthly Roundtable

Please join Paul Christopher, Head of Global Market Strategy as her hosts a roundtable discussion with Senior Strategists.

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.