The Wisdom of Experience
It's a fact that markets move in cycles, most often in tandem with the ups and downs of the global economy and industries behind them. Lean years have followed boom years and market bubbles. Recessions have given way to periods of growth, stability, and investment. We’ve been through our share of bull and bear markets over the past 35 years, and our team will leverage that experience to assist you in navigating the complex world of investments to help you reach your unique financial goals.
Let our team help you understand the historical movement of markets and how the right asset allocation can balance your need to manage risk with your desire for investment growth or income. We can recommend financial and investment strategies that directly address your personal needs and goals. At the Wert Investment Consulting Group, we've built our culture around putting our clients’ needs and concerns first.
*Asset allocation does not guarantee a profit or protect against loss in a declining market.
As a part of Wells Fargo Advisors, we can provide access to Wealth Management, Commercial Banking and Investment Banking, as well as traditional bank products and services to accommodate clients’ needs through our affiliates.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisors with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.
Let our team help you understand the historical movement of markets and how the right asset allocation can balance your need to manage risk with your desire for investment growth or income. We can recommend financial and investment strategies that directly address your personal needs and goals. At the Wert Investment Consulting Group, we've built our culture around putting our clients’ needs and concerns first.
*Asset allocation does not guarantee a profit or protect against loss in a declining market.
As a part of Wells Fargo Advisors, we can provide access to Wealth Management, Commercial Banking and Investment Banking, as well as traditional bank products and services to accommodate clients’ needs through our affiliates.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisors with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.
From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.