Relationships Matter

Emotion-inspired investment decisions can be more detrimental to a plan’s success than bear markets. That’s why we believe education is important. While we’re happy to have clients rely on our experience and knowledge, we believe it’s essential that they understand investment risks, market history, investor psychology, and our methods.

Often, we are most important to our clients when world events have inspired financial markets to new highs or lows. During times like these, anyone can be blinded by sharp market movements and lose sight of their financial goals. We help clients refocus, reminding them that long-term plans have little to do with short-term market performance.

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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 (AL, AR, AZ, CA, CO, DE, FL, IA, ID, IL, KY, MA, MN, MT, NJ, NM, NV, OH, OR, RI, TN, TX, UT, VA, 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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