From Our Family to Yours,
Welcome to Wells Financial Services
We are a family-led team of financial professionals dedicated to cultivating your financial health through competent financial planning and thoughtful partnership.
Which Sounds Most Like You?
Business Owner
As a business owner, you understand the key to success relies not just in your ability to make optimal decisions for your business itself but in the strength of your team. Our business services are designed to add the value you want to provide for your employees, and we also serve as your own partner for your business and personal financial future.
We Can Help You:
- Create, manage and improve your retirement plan
- Refine your personal financial strategy with a tax-efficient focus
- Plan for your business goals and continuity wishes
Professional
From doctors to lawyers, we serve hardworking professionals across various industries. You devote time and energy to excel in your career and are looking to make the most of the financial rewards you’ve earned. Whether you have a family and want to plan for your lifestyle goals or you have dreams to retire early, we can help.
Together, We Will:
- Define your priorities, responsibilities and aspirations
- Develop a financial plan aligned with your goals
- Help you minimize tax liability
Retired or Soon to Be
Whether you’re preparing to retire or already in retirement, you’re likely thinking through new opportunities and questions. We work closely with you to understand what you wish to experience in retirement. Our goal is to help you live out your retirement dreams while maintaining your wealth throughout your life.
Here’s What We Can Do For You:
- Adjust your portfolio for retirement & build an income plan
- Optimize your Social Security and benefits
- Help facilitate your estate plans
Just Starting
From those very early in their careers to those who are more established but have yet to create a long-term strategy for building wealth, our services are meant for you. Together we’ll discuss your current resources, your short- and long-term goals, and guide your decision-making as we build a strong foundation for your future.
Let’s Work Together To:
- Establish a cash flow plan
- Manage and minimize debt
- Navigate large purchases and goals
The Values That Define How We Work with You
Integrity-Driven Approach
Our clients entrust us with their wealth and to personally guide them to the best of our ability. We don’t take this responsibility lightly, which is why we’ve always approached our client relationships with complete transparency and the utmost respect.
Fiduciary Commitment
All of our recommendations and guidance are developed with your best interests in mind. Serving as a fiduciary has always been our role, and you can expect us to operate in such capacity throughout our entire relationship.
Experience and Skill
With over 50 years of experience and multiple CFP® professionals on staff, our team applies a high level of competence to managing your wealth. If something is out of our area of expertise, we collaborate with external professionals to address your needs.
Connected Partnership
We consider the strong relationships built with our clients to be the foundation of effective wealth advising. As your partner, we commit to being here to not only take care of all wealth-related matters but to be a confidant and resource through the evolutions of your life.
Bringing Concierge Service to Every Single Client
We believe all individuals should have access to a competent financial advisor. No matter your level of income or net worth, our doors are open to you and our promise is to serve you through the personal attention and understanding you deserve.
Interested in Partnering with Us?
