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At our core, we are investors. We spend a great deal of time and energy thinking about the markets and effective portfolio construction. Our philosophy is to develop a portfolio in an effort to meet your objectives while also remaining focused on value.
As worldwide markets become increasingly intertwined, The Lelekis Ellis Kilczewski Private Wealth Management Group of Wells Fargo Advisors believes that understanding the global economy is critical for lasting success. With a global perspective, the group strives to ensure their investors are aware of overseas trends and events that can create meaningful opportunities.
To succeed in today’s complex markets, you need objective advice that you can rely on. Sometimes, the advice is to hold steady and maintain your investments. Other times, the advice is to take immediate action. Above all, you need advice you can trust. 

Most people do not have the time or resources to perform the necessary due diligence and analysis of their own investments. That’s where we come in. 

Learn more about the advisory process.

Advisory accounts are not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account for Advisory Programs varies.
Part of the investment planning process is making investment choices that fit your overall strategy. Those investments should work together to help you accomplish your financial goals. We’re dedicated to providing you with a wide range of investment products and services to help you meet them. 

Common types of investments include: