Investment Management

 
Successful investing can be challenging and you need objective advice that you can rely on.   While financial markets can create uncertainty, we believe the biggest risk in investing is not meeting your specific investment goals.  We can help you develop a plan, construct your portfolio, and work with you to maintain alignment with your overall investment plan.    Following a disciplined investment process and working with a financial advisor can give you the confidence needed to develop an appropriate strategy and stick with your investment plan during challenging times.

Why Advisory

 
Nine Bridge Financial Partners can manage your investments using the Fundamental Choice Advisory program in addition to other investment platforms available through our Financial Advisor team of Kenneth Calhoun, Managing Director, Michael Proud, Director, and Edwin Shields Director. By appointing experienced investment professionals to provide you with sound investment advice, manage your portfolio, and rebalance your investment mix, when necessary, you free yourself from the time-consuming task of choosing and actively providing ongoing review of your investments.
 
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not 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.
    The Nine Bridge Financial Partners Difference

    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 (AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WI, WV). 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.

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