The Wingrove Connolly Wealth Management Group of Wells Fargo Advisors believes in the power of simplicity, education, and personalized service to drive long-term success for our clients. We prioritize personalized attention and full-service care for our clients, focusing on delivering comprehensive wealth planning and a trusted, easy-to-understand investment strategy.
Our investment approach includes a total return portfolio with about a 50/50 mix of growth and value stocks, utilizing option strategies, when appropriate, to hedge risk and maximize returns. We prioritize high-quality individual stocks aiming for long-term success for our current clients and future generations.
Our team's greatest strength lies in our focus on providing exceptional service, staying responsive to client needs, and maintaining a disciplined investment strategy. We work to exemplify our commitment to accountability, transparency, and personalized service and put ourselves on the same side of the table as our clients, recommending investments we have a high conviction in.
Our investment approach includes a total return portfolio with about a 50/50 mix of growth and value stocks, utilizing option strategies, when appropriate, to hedge risk and maximize returns. We prioritize high-quality individual stocks aiming for long-term success for our current clients and future generations.
Our team's greatest strength lies in our focus on providing exceptional service, staying responsive to client needs, and maintaining a disciplined investment strategy. We work to exemplify our commitment to accountability, transparency, and personalized service and put ourselves on the same side of the table as our clients, recommending investments we have a high conviction in.
We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023 and 2024.
This award reflects the trust our clients have placed in us over the past years.
See Additional Team Awards & Accolades
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
