Our Client Service Standard

We set a very high bar for client service and base our standard for success on our ability to help our clients achieve their goals. That is why we take the time needed to build an enduring personal relationship with you. We are committed to keeping you informed about your wealth plan and are responsive to your questions and issues as they arise.

Dedicated Relationship Manager

You can always contact your relationship manager when investment questions arise or if an appointment is needed to discuss your investments in greater detail.

Operational Support

An experienced, professional support team is available to provide a swift resolution to your operational needs.

Ongoing Communication

Consistent dialogue with our clients assists in keeping investment plans current and promotes positive financial behaviors and outcomes. 

Client Experience

Our team continuously works to identify opportunities to improve the client experience.

Our mission is to foster our clients' best interests through superior financial advice and personal service.

DeWees Private Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MD, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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