Our Core Values

Our core values are the foundation to our relationships, decisions, and why we succeed.

  • We are Team Players
    - We are reliable, empathetic, and support others
    - We are coachable, adaptable, and actively listen

  • We are Always Improving
    - We work to improve our craft and skills
    - We seek business growth and development

  • We take Extreme Ownership
    - We are accountable for our choices and actions
    - We fulfill our commitments and obligations

  • We have Positive Attitude and Energy
    - We bring our "A" game everyday
    - We want clients to experience the "Wow" factor

  • We have Honesty and Integrity
    - We do the right thing for clients and employees
    - We make ethical and value driven decisions

  • Responsive
    - We respond to all emails and calls within one business day.

  • Consistent
    - We proactively reach out to you every six months to conduct client reviews and stay in touch

  • Transparent
    - We openly discuss our pricing, the fees you pay, and how we make money.

  • Educate and Engage
    - Newsletters, quarterly investment updates and monthly financial planning topics
    -Blog, posts every Wednesday
    -Client Events, multiple times throughout the year
    -State of the Company, annual client only video

Ready to feel confident in your financial future?
Talk with a Wela advisor today →