WOOD ASSET MANAGEMENT OF WELLS FARGO ADVISORS

 

We utilize a team approach to service our clients.  One of our partners will serve as your primary contact, ensuring your needs are met, while the entire team works together on each client's investment and planning needs.  We have found that the financial industry has become increasingly complex.  Our team structure allows us to focus individually on specific financial areas, such as investment allocation, portfolio management, estate planning, retirement services, fixed income and insurance.  We believe this allows us to offer you better service and advice.

As portfolio managers, we take personal responsibility to directly manage the majority of our client's assets.  Exercising fiduciary requirements under the Private Investment Management (PIM) program, we are required to put our client's interests first, while block trading ensures that all PIM clients receive the same investments at the same time, at the same price.

With approximately 375 families all across America, we know our clients personally.  We prefer to establish one to one work relationships, providing investment advice and service.   

 

*Wells Fargo Advisors does not provide legal or tax advice.
 
The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.

 
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