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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) 528-1924

Clare@Frederickwells.com

Clare is a Wealth Advisor and founding partner of Frederick Wells Advisors. After establishing a successful independent practice in 2012, she met fellow advisor, Jimmy Wells.

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Jimmy Wells, CRPC®, AIF®

Partner | Wealth Advisor

(412) 528-1919

(412) 528-1919

Jimmy@Frederickwells.com

Jimmy began his professional career as a financial advisor with one of the leading financial planning firms in the industry.

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Justin Kunz

Operations Manager

(412) 528-1927

(412) 528-1927

Justin@Frederickwells.com

Justin is the Operations Manager at Frederick Wells Advisors...

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