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The Bertain Escobar Wealth Management team is dedicated to providing you with customized care for your financial needs.

New Location.

Same Team. Same Care.

Experience makes all the difference. 

We are a team of experienced professionals providing comprehensive financial advice. We focus on providing you with premier customer service and extensive financial resources to assist you in reaching your personal and financial goals. We utilize a Comprehensive Wealth Management process through the following steps:

1. Identify your goals and objectives
2. Carefully evaluate your current investments
3. Develop your wealth plan
4. Create and implement an appropriate asset allocation
5. Meet to review your investments

We will always act honestly, with integrity, and in your best interest. We will perform effectively and efficiently, such that you would be proud to recommend us to your family and friends.
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Bertain Escobar Wealth Management

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, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MI, MN, MO, NC, NE, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA). 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.

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