Willow Bend Wealth Management Mission

Our Mission

Managing wealth goes far beyond just managing an investment portfolio. Willow Bend Wealth Management believes the key to true wealth management begins with a comprehensive understanding of what is important by developing a plan that encompasses your personal goals and dreams, as well as an accurate evaluation of the financial forces at work in your life.

The goal of this plan is to help give you the confidence and courage to weather any financial storm you may encounter. Just as the financial markets never behave the same way twice, your life is never static. Our belief is your investment plan should be a dynamic and fluid tool, regularly reviewed and updated.

Our team can help guide you through the various stages of your finances, adjusting for the twists and turns that are inevitably a part of life.

Combining the vast resources of Wells Fargo Advisors and the independence of a private office setting, Willow Bend Wealth Management aims to deliver customized wealth planning, outside-the-box critical thinking and holistic guidance for our clients and their families.
Willow Bend Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, DE, FL, GA, IA, KS, MI, MT, NC, NJ, NM, NY, TN, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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