Bob Wert: Private Wealth Management
Bob Wert helps individuals, institutions, endowments, pensions, and businesses build, manage, protect, and transition wealth. He is committed to helping clients with each phase of the wealth management process.
The goal is to provide an efficient and cost effective investment portfolio to meet each client's objectives.
- Access to Lending and Banking Services
Through Wells Fargo affiliates, clients have access to banking services, including securities-based lines of credit, residential mortgages, home equity financing, and small-business financing.*
- Risk Management
We believe that wealth is created through concentration and preserved through diversification.
- Trust and Estate Services
Proper trust and estate planning is the cornerstone of developing a legacy and transitioning wealth. Working with partners inside and outside of Wells Fargo Advisors, the team can assist clients' transition wealth to the next generation.
The team assists clients in identifying investment objectives, developing individual strategies, monitoring strategies and reviewing portfolio performance. Bob is committed to providing superior professional advice and support, and has extensive experience in the areas of investments and financial products, portfolio analysis, investment planning, trust and estate analysis, and administration.
*Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Licensed by New Hampshire banking department. Financial Advisor NMLS ID, if applicable: _____________.
Claudia Wert: Corporate and Institutional Consulting
Claudia helps individuals, institutions, startups, and small businesses create, manage, and review employer-sponsored benefits programs. She believes that an emphasis on education simplifies a company's management of its retirement plan responsibilities and helps to limit risk. Ms. Wert can assist with:
- Defined Contribution Retirement Planning
Helps create, manage, and review defined contribution corporate retirement plans. Claudia's strategy focuses on low-cost, ETF-based strategies to simplify investing and lower costs.
- Access to Business Financing
Through Wells Fargo affiliates, clients have access to banking services.
- Corporate 529 Savings Program
Our team can assist organizations in offering a low-cost, effective, college savings tool to employees.
- Professional Connections
When appropriate, our team will identify and consult with other professionals to implement a holistic strategy.
The team's mission is to assist clients in developing and implementing effective retirement strategies, through sound and objective advice, in a dynamic global capital market environment.