Life is full of twists and turns. At Wells Financial Management, we work hard to help our clients navigate their evolving financial life with greater stability and security. Because we are independent, we are not tied to any particular investment products. We are held to a fiduciary standard of care, and strive to act in the best interest of our clients. Also, as a Registered Investment Advisory firm, we are required to practice full and fair disclosure about our personnel and business practices. Our clients can expect personal reviews tailored to their individual needs, and the attention of a small firm combined with service and sophistication. Give us a call if you would like more information about or firm.