Wells Fargo Advisors

The Huenke, Karoll, Quinn Group of Wells Fargo Advisors

Our Mission Statement

We provide investment planning for successful professionals, business owners and retirees.

Our practice is designed to help navigate our clients through all phases of their financial life without them having to make unnecessary financial sacrifices or be overexposed to risk.

Our commitment is to exceed our client's expectations and to build a lasting relationship based on trust, integrity, and superior client service.

 

We believe that successful client relationships begin with listening, and that, as a client, you should consider three things:  your goals, tolerance for risk, and expectations for when you need results.  Once we understand your requirements, we tailor our approach especially for you.  Together, we will develop an investment strategy or, if need be, refine an existing one.  Working as a team, with sights set on your goals, we can build toward the future you have in mind.

Our group was founded to provide a distinctive blend of professional investment counsel and comprehensive wealth management services to a select group of clients.  We focus on serving successful individuals and their families.

Collectively, we have over 60 years of experience in helping clients meet their investment goals with sound financial strategies.  As part of our private client services, we provide comprehensive investment planning, retirement-plan analysis, investment research and screening, and portfolio-management services.

Backed by the resources of one the nation's largest brokerage firms, we use advanced technology and conservative investment products and services to help our clients reach their financial dreams throughout their lives.

Anyone can be a good captain while the boat is in the harbor, but it's in more volatile conditions that the best prove their worth.  Likewise,  we've found that our experience has served our clients well in the ups and downs that affect every stage of their financial lives--from investing to saving for a child's education to planning for retirement.

 


 

 
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

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