Clients

We recognize you place great trust in us to help manage your wealth.

Our deep moral convictions and Christian faith are intinsic to our commitment to client service - always working in the best interest of our clients is the center of our philosophy.

Individuals and Families

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We are dedicated to providing innovative, flexible financial solutions to families and individuals of substantial wealth. We develop customized solutions to help you plan, build, manage, preserve and transition your wealth by drawing on a team of specialists and the extensive resources of Wells Fargo Advisors Financial Network.
Are you looking for assistance in creating a clear path to your retirement?

We help your family define and track progress toward your future while giving you the clarity and confidence to act decisively in the present.


How do your investment decisions align with your estate planning and charitable intentions?

We know aligning investment strategies with personal values and charitable priorities are important to many of today's investors. With our personalized approach, we get to know what matters to you and your family and determine your objectives and work to put the strategies in place to help you achieve your future visions and goals.


Do you have a wide range of complex issues that need to be addressed?

Wells Fargo Advisors Financial Network comprehensive Envision® planning process helps us model outcomes for various scenarios assessing the financial impact of future decisions on your investment plan. The insight gained from Envision helps us identify the best strategies to put in place for you and your family. From start to finish, we will chart your overall financial course of action and oversee the execution of your integrated investment plan.
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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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