Bob Wert - Managing Director of Investments
Bob Wert - Managing Director of Investments

Biography for Bob Wert

Background and experience

Robert (Bob) Wert holds an MBA in Finance from the University of Chicago and a BBA in Business from the Pennsylvania State University.  In addition, he completed the Securities Industry Institute sponsored by the Securities Industry Institute at the Wharton School of the University of Pennsylvania. He was named Forbes best in state wealth advisor in 2018 and 2019.  

Focus

Bob has been with Wells Fargo Advisors and predecessor companies for over 30 years.  He has been named as a Premier Advisor. This designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

Bob 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.  The group works with families, companies and not for profit organizations to articulate goals and implement custom-designed action plans.

Outside Activities

In addition to his work responsibilities, Bob also serves on the Investment Committees of both the United Way of Berks County and the Diocese of Allentown.  He also serves on the Lehigh Emerging Technologies Network, Lehigh University.  

Bob hosts "Berks Business" on Berks Community Television, Comcast channel 15.  The program features interviews with the leaders of the regional business community.   In addition, he is the host of the Charitable Leaders Lecture Series which brings together the leaders of the local not for profit community. 

Bob is married to Mary Elizabeth Wert.  The couple has three children and resides in Lower Heidelberg Township.
Claudia Wert - Financial Advisor
Claudia Wert - Financial Advisor

Biography for Claudia Wert

Background and experience

Claudia Wert joined the Wert Investment Consulting Group of Wells Fargo Advisors in 2013.

The Wert Investment Consulting Group of Wells Fargo Advisors was founded by Bob Wert in 1985. For over thirty years the group has worked with families, companies and not-for-profit organizations to articulate goals and implement custom-designed financial action plans.

Focus

Ms. Wert is happy to assist with employer sponsored retirement vehicles including traditional 401(k), safe harbor, 403(b), SIMPLE, SEP, and Single K plans.

In the modern regulatory environment, understanding your fiduciary obligation can be a complex task. Wert Investments has the tools and resources to assist in this ongoing process by:
  • Selecting appropriate plan providers.
  • Reviewing plan features, services, and costs.
  • Crafting strategies for increasing plan participation.
Ms. Wert holds her Series 7, 66, 31 and Insurance Licenses. 

Outside Activities

Ms. Wert is currently a member of the Greater Reading Young Professionals, an organization dedicated to the economic empowerment of young adults in the Greater Reading area. She has also participated in Meals on Wheels for over ten years. Additionally, Claudia is a member of the North Staffordshire Living History Association. The group seeks to honor the memory of British servicewomen during the Second World War.