Custom Investment Plans,
Today’s investor faces uncertainty. So did yesterday’s and so will tomorrow’s. But working with a team possessing more than 120 years of experience can renew confidence that helps build legacies that last even longer.
Our mission is exactly that:
To guide our clients to their financial destiny through multi-generational planning and personalized investment advice.
Locally Celebrated. Industry Recognized.
When you work with us, you work with wealth managers who challenge themselves to achieve great things professionally, all in pursuit of your goals.
Team Awards
FORBES
Best-In-State Wealth Management Teams
2023-2025
Individual Accolades
K. Mark Wedel
PLATINUM COUNCIL
from 2009 through 2022
FORBES
Best-In-State Wealth Advisors 2021-2025
BARRON'S
Top 1,000 Financial Advisors
2009
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. View full disclosure at https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). View full disclosure at https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008 (Source: Barrons.com). View full disclosure at https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#barrons
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). View full disclosure at https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008 (Source: Barrons.com). View full disclosure at https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#barrons
Client Questions
Q: Will I be alright?
A: We can’t make any promises, other than we’ll develop a plan based on your goals, objective data and our experience.
Q: How can I set my great-grandchildren up for success?
A: Start thinking sooner than later about the grand vision for your estate.
Q: How can I avoid paying more in Medicare premiums?
A: Structuring your income and withdrawals is key to keeping you in a certain tax-bracket and making these costs manageable.
Q: I think my wealth is too tied up in my company’s value. What should I do?
A: A number of things, from timing the sale of RSUs to diversifying your assets pragmatically.
Wealthy Beyond Measure
We see Salina as one, big extended client. That’s why we pour ourselves into making our region a landmark of possibility.
You’re Always Welcome Here
We’ll open our door for any neighbor who wants help creating a legacy that rewards you today — and your heirs decades from now.