The effective management of wealth requires teamwork.

Awards and Accolades

Barron's Top 1,200 Advisors*

Bruce Lang was named as one of the Barron's Top 1,000 Advisors from 2011-2014, and Drew Lang, Partner, was named as one of Barron's Top 1,200 Advisors in 2015-2019.

*Prior to 2014 the Barron's Top 1,200 was recognized as the Barron's Top 1,000 Advisors. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.

"We strive to allow people to live their lives as best they can, without any undue financial
sacrifice or overexposure to risk." - Todd Lang

“We perform best when we step into the clients’ shoes--and see things from their perspective.” - Drew Lang

“Investing is a marathon, not a hundred-yard dash--and we’re making the journey together.” - Bruce Lang

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 (AZ, CA, CO, FL, ID, IL, IN, KS, MA, MO, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, TX, WA, WY). 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.

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Awards and Accolades

Barron's Top 1,200 Advisors*

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