Our Relationship With Wells Fargo Advisors Financial Network

Although we are an independent entity, Wells Fargo Advisors Financial Network stands behind us as our custodian. Wells Fargo Advisors Financial Network is an established and financially strong institution that prides itself on protecting the security of clients’ assets. They have oversight of all of our team’s compliance requirements and provide our team with access to research and trading capabilities. In addition, Wells Fargo Advisors Financial Network provides resources to address the complex planning needs of our clients. Due to its large size and national presence, Wells Fargo Advisors Financial network can also offer our clients access to banking and lending services through affiliates.