Introduction to our Firm
Bob Wert founded the Wert Investment Consulting Group of Wells Fargo Advisors in order to provide a high level of service to a small number of clients. Since 1985, the group has worked with families, companies and not for profit organizations to articulate goals and implement custom-designed action plans.
Institutional Planning Services
The Wert Investment Consulting Group is composed of, and supported by, a team of highly skilled professionals. Together, we are dedicated to delivering retirement plan solutions designed to help achieve your financial and educational objectives.
Our team is a part of Wells Fargo Advisors and specializes in providing holistic retirement plan consulting services to organizations like yours. We work with a select group of companies and institutions and have experience in supporting a wide range of plan sponsors, from start-ups to multi-million-dollar programs.
Our team is a part of Wells Fargo Advisors and specializes in providing holistic retirement plan consulting services to organizations like yours. We work with a select group of companies and institutions and have experience in supporting a wide range of plan sponsors, from start-ups to multi-million-dollar programs.
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.