Our Guiding Principles

We are fully committed to keeping you, our client, informed and involved in the investment management process. We pledge to provide you with experienced financial advice, supported by our team and our systems to consistently strive to fulfill that promise.

WHO WE ARE

  • Our team was founded on the principles of being service-oriented, experienced, and trusted.
  • We focus on providing select families, individuals and institutional clients with sound financial advice in the face of ever-changing markets.
  • We take a comprehensive approach to address your financial goals, based on the four cornerstones of wealth management: Investment Management, Liability Management, Risk Management, and Legacy Planning.

WHAT WE DO

  • We use a disciplined, goal-oriented, and organized approach to managing your assets.
  • We use the fundamental basis of portfolio management in which diversification is central to helping address market risk.
  • We use strategic asset allocation combined with tactical shifts as our starting point for an appropriate portfolio balance.
  • We help manage portfolios for your family, our family, and our community with trusted investment and insurance products.

HOW WE DO IT

  • We create highly customized investment portfolios to help you achieve financial goals.
  • We utilize goals-based and cash flow planning tools to help you create, prioritize, and achieve your important life goals.
  • As appropriate, we will work closely with your other trusted professional relationships, including CPAs and attorneys, to ensure a coordinated approach.




Asset Allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Goodson & Nichols Financial Group

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 (AK, AL, CA, CO, DC, FL, GA, KY, MA, MD, MI, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WV, WY). 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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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 professionalsX