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Institutional Planning

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 Commitment to You

Our commitment to you is to deliver exceptional advice, drawing upon the resources of one of the nation’s largest financial institutions, with experienced local financial advisors, to help you and your employees succeed financially.
  • Our team, along with seasoned strategists, analysts and partners combine their leading-edge industry expertise under one umbrella to bring you timely investment insights and advice. 
  • Our recommendations are objective and unbiased. We provide access to a suite open architecture platforms, third-party administrators, and thoroughly researched investment managers.
  • We will help you manage your fiduciary responsibilities, providing services and education on fiduciary oversight processes, and empowering you to make prudent investment decisions on behalf of your organization.
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Retirement Plan Services

We can bring all these components together or we have the flexibility to “plug and play” specific services with those you already have in place for your plan.
  • Plan Benchmarking
  • Participant Education
  • Fiduciary Management Education
  • Service Provider Review and Consultation
  • Plan Design Analysis
  • Investment Review and Performance Reporting
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Participant Educational Program

A successful plan must have successful participants. Our team is a resource for providing ongoing financial wellness training, guidance, and support.

We provide the following services; weekly market updates, financial education courses, life-event services hotline, college planning assistance, budgeting and saving tools, social security consultation, Medicare consultation, monthly participant meetings, financial planning resources, and access to the Wells Fargo Investment Institute.

Fiduciary Benchmarks Review

Our team has experience working with clients like you. We would like to provide your company with a free benchmark report. We utilize Fiduciary Benchmarks, an independent, third-party, data provider. 
  • Benchmark groups of similar plans are custom-built to ensure apples-to-apples comparisons for each service provider.
  • Every report includes fees, quality, services, value and participant success measures for each service provider to make sure that fees and value are always considered together.
  • Reviewing a Fiduciary Benchmarks report is procedurally prudent and helps meet the ERISA requirement to ensure that fees are reasonable.
To request a free benchmark report of your company's retirement plan, please fill out the following contact form and select 'retirement planning.'