In changing times, is there a process behind In changing times, is there a process behind your investment plan? your investment A fast-evolving environment may meanplan? unexpected changes your financial life.behind Our Envision® planning process In changing times, is there atoprocess is a goals-based planning tool that helps you explore your life goals, plan your investments around meaningful A fast-evolving may mean unexpected changes to your financial life. Our Envision® benchmarks andenvironment track your progress towards them. Put our team – and our technology – to workplanning for you. process your investment plan? is a goals-based planning tool that helps you explore your life goals, plan your investments around meaningful benchmarks track your progress towards them. Putavailable our teamfor – and our technology – to work for you. If fast-evolving it’s time toand resync – or rethink your approach, we’re complimentary using appropriate A environment may– mean unexpected changes to your afinancial life. Our review Envision® planning process social distancingplanning for your tool safety. is a goals-based that helps you explore your life goals, plan your investments around meaningful If it’s time to resync – or rethink – your approach, we’re available for a complimentary review using appropriate benchmarks and track your progress towards them. Put our team – and our technology – to work for you. social distancing for your safety.
The Barrett Group of Wells Fargo Advisors
If it’s time to resync – or rethink – your approach, we’re available for a complimentary review using appropriate social distancing for your safety.Fargo Advisors The Barrett Group of Wells
Dick Barrett
The Barrett Group of Wells Fargo Advisors Managing Director – Investments
Dick Barrett 111 South Lincoln Street, Suite 200 Managing Hinsdale, ILDirector 60521 – Investments
111 Lincoln Street, Suite 200 (630)South 734-8910 Dick Barrett Hinsdale, IL 60521 richard.barrett@wellsfargoadvisors.com Managing Director – Investments
Jessie Barrett, CFP® Managing Director – Investments Jessie Barrett, CFP® 111 South Lincoln Street, Suite 200 Managing Hinsdale, ILDirector 60521 – Investments
111 Lincoln Street, Suite 200 (630)South 734-8909 Jessie Barrett, CFP® Hinsdale, IL 60521 jessie.barrett@wellsfargoadvisors.com Managing Director – Investments
(630) 734-8910 (630) 734-8909 www.barrettgroup.wfadv.com www.barrettgroup.wfadv.com 111 South Lincoln Street, Suite 200 111 South Lincoln Street, Suite 200 richard.barrett@wellsfargoadvisors.com jessie.barrett@wellsfargoadvisors.com Hinsdale, IL 60521 Hinsdale, IL 60521 www.barrettgroup.wfadv.com www.barrettgroup.wfadv.com (630) 734-8910 (630) 734-8909 Investment and Insurance Products: NOT FDIC Insured / NO Bank Guarantee /jessie.barrett@wellsfargoadvisors.com MAY Lose Value richard.barrett@wellsfargoadvisors.com 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. www.barrettgroup.wfadv.com www.barrettgroup.wfadv.com
Investment and Insurance NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value ©2021 Wells Fargo Clearing Services, LLC. AllProducts: rights reserved. CAR-0121-00262 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. ©2021 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0121-00262 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. ©2021 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0121-00262