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.
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Private Wealth Planning

Your wealth plan should be as unique as you are. Whether you are seeking strategic advice or looking holistically at your financial future, our team can help create a custom plan focused on building your assets, preserving your wealth, and leaving a lasting legacy.

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Institutional Services

Our team can assist institutions in developing sound, effective investment strategies in the face of rapidly changing global capital markets. We are able to assist our clients in hiring competent, professional investment managers. We also offer unbiased opinions and investment policy review/development, among other important areas of ongoing need.

Never Stop Learning

Financial Literacy

Take charge of your financial future. Learn the basics of personal finance, debt management, savings and investing. Empower your team with financial knowledge and develop money skills for life!

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.

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.
Wert Investment Consulting Group

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, DE, FL, GA, IL, IN, MA, MD, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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

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