CONNECT

Address:

120 W Park Drive, Suite 105
Grand Junction, CO 81505

Phone:

970-254-3370

Our Clients Are People Who Value Their Time

 

There may come a time when you realize that you have accumulated a substantial amount of wealth through your business, investments, retirement plans, real estate and IRAs. You realize that with this wealth comes the responsibility of working to preserve and enhance it — and you may no longer be comfortable going it alone.

During a lifetime of investing, you discover that trends come and go. Bull markets. Bear markets.  Hot stocks. Cold stocks. And “expert” theories that seem to change with the weather. Ultimately you discover that certain fundamental principles endure: diversification, discipline, consistency, and the value of trusted and experienced guidance.

At Oakley•Wanebo•Love•Mendenhall•Keller Wealth Management Group of Wells Fargo Advisors, we understand the extraordinary amount of time, responsibility and complexity associated with accumulating wealth. We accept this responsibility and work diligently to find uncomplicated solutions for you, your family and your estate. We believe that lasting client relationships are key to long-term success. We work toward that goal with a consultative investment approach that emphasizes communication and interaction. Listening is the first step in that approach.

Using our many years of experience, we work closely with our clients to envision goals, recommend allocations, select specific investments and then monitor progress toward those goals. We work to stay flexible enough to react to market and economic changes while maintaining a long-term view. 

Uncomplicated solutions for complex issues

Oakley•Wanebo•Love•Mendenhall•Keller Wealth Management Group provides a personal relationship in an increasingly impersonal world.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals