Wells Investments, registered investment adviser, is one of the most client friendly financial and investment planning firms to be found anywhere.

We offer our clients the ability to pay a low commission for our initial Brokerage services. Once we have completed the initial financial/investment plan, the client may not incur any more commissions on their brokerage business as long as they remain a client of Wells Investments. It is our goal to try to eliminate commissions on stock, bond, and mutual fund transactions, so you save money. After the initial commissions by prospectus, we typically only charge $14.00 "ticket charges" to buy or sell mutual funds. Stocks carry slightly higher "ticket charges". You are encouraged to talk with us about the details of this offer.

At the end of two years, if the client feels we have performed responsibly and is satisfied with our work, then the client will enter into a low annual fee-based management agreement for all of our services.

Those clients who enter this fee-based agreement, will not pay a commission on Brokerage services (e.g. stocks, mutual funds) on those funds we have invested. We call this our WINVESTTM Program.

We do more work for less money in order to make you successful. It just makes sense. If we charge you less; you will make more money.

The more money you make the happier you are using Wells Investments.

Making you a happy client makes you a long term client. We also believe happy clients will send us referrals as their way of saying
"Thank you!"

 

Wells Investments believes greater opportunity for success is achieved when an advisor is not required to sell a major brokerage firm's proprietary products.

Wells Investments is an independent financial planning firm specializing in accounts valued over $500,000.

Our independence gives you peace of mind that our recommendations are not based on inferior proprietary products.

Wells Investments Inc. listens to what your needs and goals are and selects the most suitable and best investments possible for you.

One call to Wells Investments will quickly cause you to want to change from your current adviser to the professionals at Wells Investments.

We genuinely care about you.