Congratulations William Whichard and John Woolard for achieving the 2019 Premier Advisor designation with Wells Fargo Advisors!


William A. Whichard, Jr., Managing Director - Investments and John H. Woolard, Jr., Managing Director - Investments, have once again earned the distinction of Premier Advisor with Wells Fargo Advisors.

Bill and John are among a select group of Financial Advisors who meet or exceed Wells Fargo Advisors' high standards as measured by one or more of the firms' criteria for business productiton, completion of educational components and professionalism.

Our practice believes that good financial decisions don't have to be confusing.  We provide strategies designed to help you achieve more of your financial goals.

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of education articles, newsletters, and calculators - all designed to keep you up-to-date on financial issues, strategies, and trends.
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Our Mission

To provide our clients with a cohesive and comprehensive plan that enables them to enjoy the freedom that comes with achieving their financial and lifetime goals.

In each relationship we try to put ourselves in your shoes and strive to thoroughly understand how investing affects your life. In an effort to achieve this deeper understanding, we take time in our relationship with you - learning about your situation, your goals and priorities and your risk tolerance. Only then can we provide a totally comprehensive strategy. As your lifetime financial advisors, we put the pieces together to create the right plan for you. We believe applying the principles in our mission means truly understanding the importance of your financial goals.

2019 Outlook Report - The End of Easy

After a decade-long expansion, many investors wonder how long the bull market will last. Wells Fargo Investment Institute believes that opportunities still exist in the U.S. and abroad, especially in potentially higher-growth areas.

You can find Wells Fargo Investment Institute strategists' perspectives on the year ahead in the 2019 Outlook report (PDF)  and video , which look at what investors might see ahead from stocks, fixed income, and other investments.

Call if you have questions or if you want to discuss whether you need to make adjustments to your investments to help prepare for the months ahead.
Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Generational Influences on Financial Decisions

For most investors, spending and investing patterns change as they age, acquire liabilities, and accumulate wealth. It's important that investors understand the forces that shape each generation's investment behavior and how the pursuit of financial goals differs from generation to generation.

In "Seeing Wealth Differently Across Generations" report (PDF)  and video , strategists describe how each generation - Baby Boomers, Gen X, and Millennials - participates in today's economic and financial markets. This report also discusses the unique attitudes, shaped by the financial events of each generation's time, that have influenced how they invest.