William Charboneau

W. Corey Charboneau Financial Advisor, Vice President-Investment Officer As a Financial Advisor, my mission is to help clients succeed financially through a thoughtful and holistic approach to investment and retirement planning. Whether it's retirement readiness, wealth preservation, or legacy planning, I work closely with each client to develop and implement smart financial strategies tailored to their unique goals, desires, and needs. With over 28 years in the financial services industry and the past 26 years with Wells Fargo & Company, I bring a deep understanding of both strategic planning and personal client engagement. My long-standing relationships across the industry allow me and my team of specialists to deliver personalized solutions that address every aspect of our clients? financial lives. This combination of experience, collaboration, and care is what makes our practice truly distinctive. I work best with clients who value long-term financial success over short-term market trends. My ideal clients are open, honest, and focused on life goals rather than the day-to-day complexities of portfolio management. They appreciate a collaborative relationship and are generally pleasant, thoughtful individuals who seek clarity and confidence in their financial journey. When I?m not working with clients, I enjoy spending time with my wife and our three children. We love traveling together, enjoying the Colorado outdoors and cheering on our favorite sports teams. We are also actively involved in our local community, supporting causes that matter to our family. PM-04222027-8530460.1.1