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The Frederick Wells Difference

                                     We provide an integrated approach to wealth management underlined by trust, commitment,                                           and the embracing of clients with diverse financial challenges and lifelong goals.   

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About Us

About Us

Our approach to finding financial solutions for lifelong goals evolves through a culture of collaboration, advanced technology and industry expertise.

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Our Team

Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Our Process

Our Process

As a team we embrace processes that support collaborative client relationships.

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Generational Wealth Planning

Generational Wealth Planning

With years of experience, we'll help prepare your legacy for future generations.

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Wealth Management

Wealth Management

With the right mix of investments and strategy we can help you assemble a portfolio to grow and manage your wealth. 

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Comprehensive Financial Planning

Comprehensive Financial Planning

Our goal is to create a comprehensive strategy for all aspects of your financial life that grows with you through each stage in life. 

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Your Lifelong Financial Partner

At our core, we're more than financial advisors; we're lifelong partners on your journey to financial success. Whether you're looking to build lasting family wealth, want comprehensive guidance to realize your financial goals, or need specialized wealth management, we'll work with you side-by-side to help you pursue your financial goals.

Knowledge Can Lead To Financial Freedom

 We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Weekly Market Commentary

Weekly Market Commentary

Thoughtful insight on market news.

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LPL Research

LPL Research

Helpful documents provided by the LPL Research Team.

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Resource Library

Resource Library

Curated articles, videos, and more for a financially savvier you.

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Blog

Blog

Stay up to date on the latest firm insights.

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