Hi, I am
Connie Coffey Wueller
Financial advisor || Real estate agents || precious metal || stockbroker
Years of experience
Exams Passed
Live intentionally. Invest diligently.
It’s the only way to steer someone toward a stronger financial future.
Helping clients get the most out of life has always been our ultimate goal, and taking their mind off investing is the best way to go about it. Our pragmatic approach is based on diligent research, unparalleled expertise, and utmost integrity alongside exceptional service. The result? You can focus on what truly matters in life. Like enjoying every minute of it.
Whatever path you’re on, go live confidently knowing your investments are on a strong one.
Around here, client confidence is treated as a precious commodity. It’s often in short supply in today’s world of investing, so we never treat it lightly. We diligently build it and earn it so you can live life more intentionally knowing your investments are handled with utmost integrity. It is why our fee-only business model will always be driven by a prudent, pragmatic approach deliberately backed by extensive research and exceptional industry experience.
Real-world investment strategies for real-world people. It’s all in a day’s work.
At the end of the day, here’s what we do as we put clients on a firm foundation to a strong financial future: we show people when and how to invest. And we’ve been quietly successful at it over the years. But it’s the way we go about it that sets us apart. Sure, we handle various requests for wealth management and financial planning, but mainly we’re a group of advisors obsessed with knowledge and laser-focused on data. Our business model rests on a foundation made up of strong relationships and knowing the aspirations and goals of our clients. Only then can our investment strategies offer peace of mind and strengthen our allegiances with them.
Poking and prodding and researching before making any moves.
Our expert team gets to know our thoroughly vetted funds and securities from every angle, which at times includes personal interviews with fund managers prior to adding their fund to a client’s portfolio. It’s all part of our pragmatic, conservative philosophy of investing for the long run instead of making decisions based on flash-in-the-pan fads.
Education & Experience
Jul 1, 2019
State Securities Law Exam
Series 63 - Uniform Securities Agent State Law Examination
Oct 26, 2012
General Industry/Products Exam
Series 7 - General Securities Representative Examination
Oct 1, 2018
General Industry/Products Exam
SIE - Securities Industry Essentials Examination
are YOU willing to make profits through financial markets ?, don't hesitate to reach out, I can get you started right away
