Our Mission Statement

 
The Wert Investment Consulting Group of Wells Fargo Advisors is a team dedicated to providing an elite level of service to a select clientele of individuals and organizations. We learn the details of a client's current situation, including assets, liabilities, income and aspirations in order to custom tailor a financial strategy. 
 
We utilize best of class non-proprietary investment strategies to achieve diversification, investment performance and tax efficiency. We provide service on both the asset and liability sides of the balance sheet. 
 
 We form alliances with key professionals in accounting, trust and estate planning for the benefit of each client. We demand the highest level of ethical standards from each other, our firm and those who seek to earn our business.
 
We work with clients who have the necessary resources to utilize and appreciate the value proposition of the professionally managed accounts and concierge level service. We are not stock pickers, day-traders, order takers or market timers. 
 
We provide an environment in which each team member can achieve, grow and prosper professionally while also recognizing the importance of family and community. We achieve the trust and respect of our clients and colleagues by the quality of our work, consistent professionalism in appearance and demeanor and an attitude of confidence.  
 
 

Our Principles

Founded in 1985, Wert Investment Consulting Group stands behind a set of principles to deliver an elite level of service to our clientele. Those principles include: 
 
  • An emphasis on understanding, listening to and getting to know each client
  • A holistic approach to investment planning that reflect the client's needs, goals, and timetables
  • Investment strategies that balance income, growth, and safety 
  • Recommendations that are objective, free from conflicts of interest, and not influenced by other incentives
  • An emphasis on client education