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YOUR TEAM

Client Centered

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

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can pursue answers to your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Clare T. Frederick, RICP®, AIF®

Partner | Wealth Advisor

(412) 528-1924

(412) 452-9506

Clare@Frederickwells.com

Clare Frederick is a Wealth Advisor affiliated with Stratos Wealth Partners. Stratos Wealth Parnters, Ltd. is a partner run organization that specializes in the practice and execution of comprehensive financial planning and...

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Jimmy Wells, CRPC®, AIF®

Partner | Wealth Advisor

(412) 528-1919

(412) 223-4744

Jimmy@Frederickwells.com

Jimmy began his professional career as a financial advisor with one of the leading financial planning firms in the industry. He has over 10 years of experience in the industry and his reliability, trustworthiness and extensive...

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