Ways to Work With Us

Your personal investment path depends, in large part, on your financial needs, circumstances, and risk tolerance. We offer three distinct ways to invest, allowing us to serve or assist you on your terms.

Compare Our Services

To help you choose the right service level and approach for you, here’s a side-by-side comparison of our investment services.

Dedicated Financial Advisor

From investment guidance to education planning to retirement savings, a Financial Advisor has the knowledge, resources, and personal connection to design financial strategies just for you.

Self-Directed Online Trading

Invest whenever and wherever it works for you. WellsTrade® provides the tools you’ll need to choose investments wisely, place trades, and manage your account.

Digital Investing Plus Advice

Combining tech-powered investing with professional guidance, an Intuitive Investor® account offers you a simple way to get a diversified portfolio. Our smart technology also handles all account monitoring, rebalancing, and trading for you.