Wyomissing Park

Our Vision

We envision a world in which our team members and clients achieve, grow, and prosper while dedicating time to their families, communities, and live fulfilling lives.
North Heidelberg

Our Values

We provide value by understanding our clients’ needs. We customize investment solutions to help support their goals, achieve desired diversification, and tax reduction. Most importantly, our clients know we care about their wellbeing and ultimate success. 
Pagoda

Our Mission

Our mission is to provide elite, personalized service to our extraordinary clients while upholding the highest level of ethical standards.

*Diversification does not guarantee a profit or protect against loss in a declining market.
**Wells Fargo Advisors is not a legal or tax advisor.
Wert Investment Consulting Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CT, DE, FL, GA, IN, MA, MD, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX