What to Expect

Pronomic Wealth Management is a wealth management practice that offers independence, backed by collaboration. Our well-established team and structure means you get an independent practice with the support and experience of a successful team.

| Deeply Rooted

When you join Pronomic Wealth Management, you join a knowledgeable, highly credentialed team where team members average more than 25 years of experience. We believe this brings value to your client’s experience in supporting your work, as well as value to your career. Time and experience in the industry also means deeply rooted relationships within Wells Fargo Advisors Financial Network leadership – relationships that we believe bring value to each advisor and contribute to the success of the whole team.

| Growth Focused

At Pronomic Wealth Management, we are always asking, “what’s next?” and never settling for mediocrity. Our vision for growth is intentional and strategic. We want the best and the brightest on our team so we can continue to take our client experience and Advisor success to the next level.

Affiliation Customized to You

Joining Pronomic Wealth Management means that you benefit from being an independent practice while having the support you need in the areas you need it.

There is no one size fits all model for affiliating with Pronomic Wealth Management. We will take the time to understand your unique goals and vision for your practice, then work together to create the support system that works best for you.

We can support you in:

Office Space

move-in ready space complete with high-end furnishings and amenities

Support Staff

the support you need, when you need it

Supervision Support

compliance audits, general guidelines, and oversight

Access to Healthcare Plans

benefit from our established relationships

Access to Tax Deferred Retirement Options

join our established plans

Bookkeeping & Payroll Services

support in administrative services so you can focus on your clients

Marketing Support

benefit from our established brand in addition to support with marketing collateral, website, social media, event marketing, copywriting, and more

Technology Setup

get the tools and resources you need to operate effectively and efficiently manage the complexities of setup

From Employee (W-2) to Owner (1099)

Monetization

As a business owner, you could receive a higher payout and gain greater control of your
taxable income and tax liability while maximizing the value of your book.

Pronomic Wealth Management and Wells Fargo Advisors Financial Network do not offer tax or legal advice. Consult your tax and legal professionals to discuss your individual situation.

Benefit from our network

The Move Made Easy

With our support, your move to independence can be a low-stress endeavor. Our relationships with local attorneys, CPAs, and other business professionals may allow you to have well vetted resources as you establish your business. Our already established relationships and practices potentially means less heavy lifting for you. With our support in training, account opening, and business operations, your move is made easy.

Additionally, our relationship with Business Transition Solutions means that you have the support you need throughout your move to establish your business well.

Wells Fargo Advisors Financial Network

Wells Fargo Advisors Financial Network (FiNet) aims to simplify independence for successful Financial Advisors to help you create an extraordinary business, life, and legacy. FiNet provides independent advisors with the structure to offer investment planning and advice to help your clients meet their life needs and financial goals.

FiNet makes a broad range of products and services available for advisors to access on behalf of their clients:

Investment, retirement, and estate planning strategies
Stocks, bonds, and mutual funds
Asset management accounts
Traditional and advisory portfolio-management services
Access to banking services through Wells Fargo affiliates*
Insurance and annuities
Wealth management services

*Products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

YOUR PATH TO INDEPENDENCE