Areas of Expertise

Investment Banking/Public Finance

The Public Finance team at WELLS NELSON & ASSOCIATES is a leader in providing a wide variety of financial services for our clients. Whether acting as Financial Advisor, Underwriter or Placement Agent, WELLS NELSON & ASSOCIATES is unparalleled in providing cities, counties, state governments and other political subdivisions with sound and tested financial solutions.

  • Utilities
  • Correctional Facilities
  • Sales Tax
  • School Districts
  • Transportation
  • General Obligation
  • Higher Education
  • Health Care
  • Housing
  • Tax Increment Financing
  • Tax Credits

Brokerage Services/Wealth Management

Our dedicated advisors will help you draw from a substantial suite of offerings, tailoring these products and services to fit your needs.

Investment Tools

  • Certificates of Deposits (CD’s)
  • Individual Retirement Accounts (IRA’s)
  • Stocks & Bonds

Business Retirement Plans

  • Pensions
  • 401(k)
  • Profit Sharing

Cash Management

  • Check Writing
  • Debit Cards
  • Bill Pay

Personal Financial Planning

  • College Savings
  • Retirement Savings
  • Estate Planning

Whether short or long-term investment strategies, we can provide the knowledge and expertise to help manage risk and maximize potential opportunities.