Wells Family of Companies | Your Professinal Management Team

Wells Family of Investment Companies

Your Professional Management Team

The Wells
 Philosophy
"I WILL®"
 Our Valued
Clients 
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Wells Client

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Your
Professional
 Management Team
Portfolio  
Management
Trust
Services
Education
Resource
Center
Pre-Retirees
Retirees
 

Across the spectrum of the Wells Family of Investment Companies, you will find a professional, friendly support staff to serve you. They are highly qualified in their education and industry experience, and trained in the Wells �I Will� philosophy of creating a positive, caring client experience and getting the job done.

 
 
 Patti Wells
 
Portfolio Manager and Chief Economist
   Jim Wells
 
Portfolio Manager and Chief Investment Officer
     
  Notable Stock Market Predictions  
  Notable Commodity Market Predictions  
  Notable Investment Warnings  
 

Valor Financial Securities, LLC. Member FINRA & SIPC