Stokes Wealth Management Group Listed in
2023 Forbes Best-in-State Wealth Management Teams
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2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Are we the right team for you?

Our team provides comprehensive, multi-generational integrated strategies to help guide your wealth for successful individuals, families and business owners located in our wonderful New Mexico community and across the United States. 


Following our Christian values, our approach to creating integrated investment strategies is based on working collaboratively with you to provide trusted advice and guidance to help you achieve your goals.



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A personalized approach to your complex needs

To help you gain clarity and confidence in customized investment planning, we employ a disciplined process that involves listening and learning about what you really want to achieve with your wealth. Using a coordinated approach, we rely on our team's deep experience in customized investment planning and may draw on the specialized wealth management resources available through Wells Fargo Advisors Financial Network. We also may tap our network of other professionals to create customized strategies to meet your goals.


Working with a CERTIFIED FINANCIAL PLANNERTM professional

Brian Stokes, Managing Director is an advisor and CERTIFIED FINANCIAL PLANNERTM professional. He has earned the CERTIFIED FINANCIAL PLANNERTM, certification demonstrating his skill in analyzing and developing personal long-term financial strategies. As a CERTIFIED FINANCIAL PLANNERTM professional he completed hundreds of hours of rigorous courses and examinations, followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish Brian from other professional advisors, who typically focus on only one area of a client's financial life.


News & Planning Strategies

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Financial Markets News and Reports

Stock Market News

Daily updates on the latest market trends, news, market activity, and economic reports.
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Bond Market Commentary

Updates on bond market data, news, and activity each day.
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Weekly Outlook

Weekly commentary providing analysis with an outlook for the equity market.
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Chart of The Week

Weekly chart using economic data to address timely market topics.
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Research Center

Check out our library of information on important financial topics.
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Special Reports

Investment strategy recommendations to better help clients pursue their financial goals.
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Investment Insights

Weekly and monthly market research and investment strategy reports.
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Investment Glossary

Glossary of financial and investment terms.
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Meet Our Team

Experienced multi-generational team

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Our Process

Focused on you and your family

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Integrated Strategies

Integrated strategies to help guide your wealth

Stokes Wealth Management Group

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 (CA, CO, IL, KS, ME, NM, OK, OR, TX, UT, WA). 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.

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