Wells Family of Companies | Transition

Wells Family of Investment Companies


Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us

Exceeding expectations is what we strive to do each and every day with both our clients and our financial advisors.  There is no more important time for an advisor than when he is moving his practice and beginning a new relationship. We understand the importance of your clients first impression of Wells, and will do everything we can to insure it is a positive one.

At The Wells Family of Companies, we will oversee and be proactive to implement a speedy transfer of your clients' assets. The right plan is crucial. We start by really getting to know you and understand your client’s special requirements, then working together to create a transition plan that works for you.

Our deeply experienced industry professionals are always available to provide training and support as you navigate your way through your new system. The Wells Family of Companies, has a long tradition of putting the client’s needs first, above all else. We have always given our advisors and their clients the very best service and support and we will continue to do so.


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