https://padlet.com/WellsInvestments/About Since 1995, Wells Investments, Inc. has provided financial planning and wealth management to a diverse clientele of individuals, families, and organizations. The company provides each portfolio holder with an individualized strategy. Firm personnel assess and adjust client portfolios based on market performance, opportunity potential, and changing client needs. Wells Investments, Inc. is dedicated to aligning client risk tolerance and goals with industry knowledge and best practices. They consider a broad range of investment opportunities and industry software in order to attempt to optimize return relative to risk. Client input is desired to help evaluate risk tolerance levels in relationship to helping clients try to achieve their goals. Wells Investments, Inc. also works with its affiliates and estate planning attorneys to provide services to the grantors and beneficiaries of living trusts. Available trust protector services offer an attractive alternative to standard trust arrangements. Trust Protectors serve as overseer to an existing trustee in order to protect the interests of grantor and beneficiaries. Wells Investments approaches both investment and trust relationships with a commitment to professional competence, knowledge, and respect for the client. All firm personnel endeavor to protect client interests and keep the client involved throughout the process, showing respect for current regulations and legislation. en-us 2017-04-24 03:55:29 UTC 2017-07-06 16:13:09 UTC hello@padlet.com WellsInvestments https://padlet.com/WellsInvestments/About/wish/167736045 2017-04-24 03:57:13 UTC https://padlet.com/WellsInvestments/About/wish/167736045 WellsInvestments https://padlet.com/WellsInvestments/About/wish/167736061 2017-04-24 03:57:30 UTC https://padlet.com/WellsInvestments/About/wish/167736061 WellsInvestments https://padlet.com/WellsInvestments/About/wish/167736083 2017-04-24 03:57:52 UTC https://padlet.com/WellsInvestments/About/wish/167736083 WellsInvestments https://padlet.com/WellsInvestments/About/wish/167736118 2017-04-24 03:58:21 UTC https://padlet.com/WellsInvestments/About/wish/167736118 WellsInvestments https://padlet.com/WellsInvestments/About/wish/178205506
Wells Investment offers a comprehensive selection of financial planning services with a focus on creating a positive client experience through personalized strategies tailored to their financial needs and personal values. Based in Winter Haven, Florida, the organization also supports a local nonprofit group known as Our Fallen Heroes Foundation founded by Wells Investments’ leaders. 

Our Fallen Heroes Foundation serves the families of Armed Forces members who lost their lives during service and builds upon the efforts of other organizations designed to assist the families of fallen military personnel. Thousands of Americans have lost their lives in the line of duty since the events of September 11, 2011, leaving their families to deal with the challenges of rebuilding their lives and issues such as raising children, relocating, and even providing for basic needs. While the Armed Forces offer some benefits to the families of fallen military members, their assistance is not enough in some circumstances. 

Services and support from Our Fallen Heroes focus on delivering immediate financial assistance to the families of fallen service members. Intended for short and long-term aid depending on the family’s individual needs, financial gifts can provide funds for mortgage payments, home down payments, schooling for children, and cover the cost of food and other living necessities. Additionally, the foundation extends moral support and comfort to these families in their time of need.]]> 2017-07-06 16:12:31 UTC https://padlet.com/WellsInvestments/About/wish/178205506