Vision

To provide dedicated, loyal service to our clients and their families for continual personal and professional growth through “the best” appropriate investments, accumulation of earnings to generate retirement income and the practice of preservation and protection of estate assets.

Client Advice Process

Our initial meeting with the client includes discussions of personal interests, goals, fears about life, family, and the market. Next, we determine their current financial profile and “starting point” utilizing internal programs and the client’s current portfolio. Internal and external statements produce a visual overview of the client’s income, successes, and financial deficiencies. The client can realize more personal and financial controls with the knowledge that an in-depth overview offers while creating a purpose and a clear direction for the client to pursue.
Lawton Winter Investment Group

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, IA, ID, IN, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, 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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