Watch Bob Wert's Speech at the 2020 Forbes Award Conference

The Wert Investment Consulting Group of Wells Fargo Advisors: 35 Years of Applying Knowledge and Wisdom to Wealth.

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 Investments 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.

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.

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.

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, and 2021. Disclaimer: Ranking algorithm based on 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 ranking. Investment performance is not a criterion.

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.