Creating an exceptional experience based on your priorities

You are our central focus, always keeping an eye on your goals, needs, and values and giving you the freedom to concentrate on what really matters most. 

The Wingrove Connolly Wealth Management Group surrounds each client relationship with our exceptional service model and access to a range of capabilities. 


Focus

  • Keep you at the center of everything we do

  • Act as your trusted advisor and financial guide

  • Tailor custom solutions based on your needs

  • Provide financial education and support

  • Anticipate your planning and investment needs


Integrity

  • Act with your best interests in mind

  • Develop deep relationships to build trust

  • Uphold the highest ethics

  • Provide clear communication so you always know what you own and why



Knowledge

  • Be accessible to help answer your questions and concerns

  • Continue to build our understanding of the financial markets and industry

  • Provide access to specialists across multiple sectors of Wells Fargo affiliates



What you can expect as our client

We believe every client deserves to understand our service offerings and how we work together to help you meet your financial goals. The cornerstones of our relationship with you are accountability, transparency, and personalized service. We put ourselves on the same side of the table as you, recommending investments we have a high conviction in and making sure you always understand what you own and why.

We listen and will communicate with you on your terms, work with you to fine-tune your plan, and provide ongoing guidance to address your unique financial needs. We watch your investment portfolio’s performance and reach out to you when your plan needs attention. This hands-on approach includes personalized investment updates and email communication, helping to ensure that our clients feel informed and supported at all times.


We take seriously the responsibility to be available, responsive, and respectful of your time — always.

Lets Start The Conversation. Email us.

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 (AZ, CA, FL, IA, LA, MA, MO, NJ, NM, NY, OH, OR, PA, TN, TX, VA, WA, WI). 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.

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