Commonwealth Financial Strategies Group of Wells Fargo Advisors

Commonwealth Financial Strategies Group of Wells Fargo Advisors Our advisors and client associates work together to offer targeted financial advice and portfolio strategies.

Our Team:
Bryan Halstead, Managing Director, Investments
Churchill Garter, First Vice President, Investments
Apryl Halstead, Associate Vice President, Investment These integrated strategies are designed to help you reach your financial goals. We provide investment planning to help you determine and then meet your objectives, whether they are generalized or address a specific financial need. Throu

ghout the advisor-client relationship, our team keeps in touch through our emails, newsletters, and evaluations of each client’s portfolio. Our watchful eye on the market, or a call from a client about a change in their life or goals, may prompt a recommendation to rebalance allocations within the portfolio. And of course there are also statements and annual tax summaries. Our team is always just a call or email away, ready to respond to any client idea or concern. This is information is intended for states: AZ, CA, DE FL, GA, ID, KY, MD, MI, NC, OH, PA, TX, VA, WA.
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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

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Wells Fargo Investment Institute expects earnings to recover as a key driver of returns in 2024 and 2025 after two years...
05/15/2024

Wells Fargo Investment Institute expects earnings to recover as a key driver of returns in 2024 and 2025 after two years of multiple-driven growth — its new report provides insights for investors.

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What are alternative investments? Wells Fargo Investment Institute believes many qualified investors may benefit from an...
05/09/2024

What are alternative investments? Wells Fargo Investment Institute believes many qualified investors may benefit from an allocation to these diversifying strategies.

saf.wellsfargoadvisors.com

Amid uncertainty about when the Fed will start cutting rates, Wells Fargo Investment Institute provides perspective on w...
05/07/2024

Amid uncertainty about when the Fed will start cutting rates, Wells Fargo Investment Institute provides perspective on what the broader trends underlying elevated Treasury yields may mean for fixed-income investors.

saf.wellsfargoadvisors.com

Wells Fargo Investment Institute continues to believe that a broad exposure to commodities can offer investors diversifi...
05/06/2024

Wells Fargo Investment Institute continues to believe that a broad exposure to commodities can offer investors diversification benefits that can help reduce portfolio volatility and improve the consistency of returns over time.

saf.wellsfargoadvisors.com

Learn about some of the ways you may be able to take advantage of a high interest rate environment.
05/03/2024

Learn about some of the ways you may be able to take advantage of a high interest rate environment.

lifescapes.wellsfargoadvisors.com

The FOMC kept the federal funds rate unchanged at 5.25% – 5.50%, but announced balance sheet tapering starting in June.
05/02/2024

The FOMC kept the federal funds rate unchanged at 5.25% – 5.50%, but announced balance sheet tapering starting in June.

saf.wellsfargoadvisors.com

Scott Wren explains why even if inflation should tick higher again as economic growth broadens and becomes more consiste...
05/01/2024

Scott Wren explains why even if inflation should tick higher again as economic growth broadens and becomes more consistent across segments, he expects an equal broadening of opportunities in equity markets in this week's report.

saf.wellsfargoadvisors.com

The private direct lending market continues to attract investor attention as yields remain elevated and default activity...
04/30/2024

The private direct lending market continues to attract investor attention as yields remain elevated and default activity stays in check.

saf.wellsfargoadvisors.com

Markets sold off when Q1 2024 GDP disappointed. As equity markets pull back and bond yields spike higher, how should inv...
04/29/2024

Markets sold off when Q1 2024 GDP disappointed. As equity markets pull back and bond yields spike higher, how should investors respond?

saf.wellsfargoadvisors.com

International travel checklist: 10 actions to consider before you go
04/26/2024

International travel checklist: 10 actions to consider before you go

lifescapes.wellsfargoadvisors.com

Address

1021 East Cary Street 22nd Floor
Richmond, VA
23219

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18046976744

Website

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