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Our team has developed an investment planning process that goes beyond the constraints of a pre-canned portfolio. Because each investor is unique, we take the time to get to know your values, priorities, concerns, challenges, milestones, and more. This way, throughout the process, we’re able to remain focused on the most important financial future in the world: Yours.

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The Private Investment Management (PIM) program is a customized portfolio program aimed at achieving your specific investment goals. If you’re seeking long-term portfolio management with a mix of investments that are personalized to your goals, the PIM program may be perfect for you.

Ask your team member at O’Dell Wealth Management Group about the PIM program if:

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*The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
O’Dell Wealth Management Group of Wells Fargo Advisors Financial Network

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 (AR, AZ, CA, CO, FL, GA, HI, IA, IL, KS, LA, MD, MI, MN, MO, NE, NV, NY, OH, OK, TN, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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© 2021 Wells Fargo Clearing Services, LLC. All rights reserved.

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