The Wert Investment Consulting Group of Wells Fargo Advisors

The Wert Investment Consulting Group of Wells Fargo Advisors is a finance institution located at 1250 Broadcasting Road in Wyomissing, Pennsylvania, United States. Our team believes that your wealth plan should be as unique as you are, and we are dedicated to helping you build and preserve your assets while leaving a lasting legacy. We offer strategic advice and holistic financial planning services tailored to your individual needs.

Our experienced team can assist institutions in developing effective investment strategies in the rapidly changing global capital markets. We provide guidance on hiring professional investment managers, offer unbiased opinions, and help with investment policy review and development. Take control of your financial future by learning about personal finance, debt management, savings, and investing with our team.

Contact us at robert.wert@wellsfargoadvisors.com or claudia.c.wert@wellsfargoadvisors.com to learn more about our services. Please note that our services may not be available in all states or countries. Investment products and services are offered through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.

Please be aware that by clicking on any external links, you will be leaving the Wells Fargo Advisors website and entering a third-party website. We recommend reviewing the third-party's policies and terms and conditions before providing any personal information. Thank you for considering The Wert Investment Consulting Group for your financial needs.