Stafford Wells Advisors Information

As an independent wealth advisor, we offer unbiased advice, steering clients to best-in-class investment advisors, mutual funds and indexing strategies while considering both domestic and global economic conditions. We look at each client’s financial situation as unique – we offer customized wealth-building solutions. We do not sponsor any of our own financial products and client assets are held in custodial accounts (separate from our organization). Stafford Wells does not receive commission for selling you financial products which ensures our unbiased perspective. We charge clients fees based on a percentage of assets, aligning our incentive to yours. We believe in giving individual investors in-depth investment planning advice through customized investment plans and personalized attention. We’re able to offer this because we strive to keep our client base small and focused. We build strong one-to-one relationships with our clients.