Wells Family of Companies | The Wells Philosophy "I WILL"

Wells Family of Investment Companies

The Wells Philosophy "I WILL®"

The Wells
 Philosophy
"I WILL®"
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  Our total firm philosophy starts with 6 simple points,  that we believe are essential to create the basis of a solid business relationship in the investment industry.  
       
Caring From knowledge comes wisdom, from wisdom comes understanding. We understand and care for our client's needs.  
       
  Credentials The necessary base education, continuing education and investment experience to make suitable recommendations.  
       
  Competence The demonstrated expertise and track record to implement a plan and adjust and react accordingly.  
       
  Client Contact Initiate and maintain quality and meaningful contact with our clients in good times and specially during difficult times.  
       
  Compliance We work within the rules.  
       
  Commitment I Will® Get The Job Done, I Will® Not Make Excuses, I Will® Not Quit.  
       

�Integrity is the essence of everything successful�  - Richard Buckminster Fuller

Wells Family of Companies A Narrative From Our Founder and CEO Client Contract
 

Valor Financial Securities, LLC. Member FINRA & SIPC