The Optimal Service Group of Wells Fargo Advisors is a nationally recognized wealth management team specializing in serving high-net-worth individuals, families, institutions, professional athletes and entertainers. With more than 140 years of combined experience, the team provides personalized investment strategies, institutional consulting, and family office services designed to assist clients build, manage, and preserve long-term wealth. To learn more or connect with their team, reach out to explore how they can support your financial goals.
Joseph W. Montgomery, CFP, AIF
Managing Director-Investments
The Optimal Service Group of Wells Fargo Advisors
428 McLaws Circle, Suite 100
Williamsburg, VA 23185
(757)220-1782
(888)465-8422
(757)564-3026 Fax
www.optimalservicegroup.com
|
Investment and Insurance Products: |
||
|
NOT FDIC Insured |
NO Bank Guarantee |
MAY Lose Value |
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
PM# 10152027-5354121