Our Services

At Wells Financial Consulting Group, we work with a select group of individuals, families and businesses to build, manage, preserve and transition your wealth. Wealth is built on four cornerstones:

We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients' financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in-depth process, we recommend the appropriate mix of managed investments, paying special attention to the suitable allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.

Our professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive – a wealth management plan designed to meet your long-term financial goals.

We use a clearly defined process to create a comprehensive plan that is specifically tailored to your needs and aspirations. We begin our process by listening to your past experiences, current financial situation, and future goals. Using the information that you share with us, we will study, test, analyze and model a plan and continue to monitor it on a regular basis. We are dedicated to making a meaningful difference in the lives of our clients.