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Six Principles That Guide Our Philosophy

Our total firm philosophy starts with six simple points which 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

Our Commitment to Your Financial Well-Being

Our client’s financial well-being is one of the most important responsibilities that we have. We know how important it is for you to be able to talk with us, gain from our experience and guidance and to help you in the following ways:

I WILL…Listen and understand your goals and objectives.
I WILL…Follow proper procedures and compliance.
I WILL…Be available when you call.
I WILL…Work hard to help you grow your assets.
I WILL…Work within your risk tolerances.
I WILL…Stay current with technology to provide you with accurate and timely monitoring of your accounts.

Wells Investments, Inc. | 863-294-3361

Securities offered through Valor Financial Securities LLC, Member FINRA and SIPC.

Investment advisory services are offered through Wells Investments, Inc., a state of Florida registered investment advisor. Registration with any state securities authority or the United States Securities and Exchange Commission does not imply a certain level of skill or training.

The information set forth herein on this website was obtained from sources which we believe to be reliable, but we do not guarantee its accuracy. Neither the information nor any opinion expressed constitutes a solicitation by us of the purchase or sale of any securities or commodities, or investment strategy.

Investing involves risk. There is always the potential to lose money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining prices, and declining or rising markets.

Wells Investments, Inc., and its investment advisor representatives, companies under common ownership, and their financial advisors/representatives do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decision.

Guarantees on insurance products are backed by the claims-paying ability of the insurance company.