Success Stories

Most financial industry firms offer a list of similar services. It’s common to see terms like investment planning, retirement planning, asset management, estate planning, and others. The packaging may differ from firm to firm, but the services are generally the same. One firm says tomato. Another firm says tomato.

At Fair Winds Wealth Strategies, we recognize you’re not here to shop products. You’re here to find out:

  • Can I trust these good folks?

  • Am I confident they’ll understand what I need and want?

  • Will they take time to hear me, even if I’m not ready to do something right away?

  • Can I depend on them to guide me in the right direction, even when it might not benefit them?

  • Will I like these fun folks?

So, here are some examples of the relationships we’ve built and how they resulted in client success.

DISCLOSURE:  This information is hypothetical and is provided for informational purposes only.  It is not intended to represent any specific return, yield, or investment, nor is it indicative of future results.

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Fair Winds Wealth Strategies

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, DC, DE, FL, ID, LA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, UT, VA, VT, WA, WI). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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