Why Our Clients Work with Us

Experience

  • Our team approach, which brings together eight professionals with over 170 years of combined industry experience, is solely focused on improving the lives of our clients and their families.
  • Our depth of experience affords us the knowledge and wisdom that only comes from years of helping many clients through multiple planning scenarios.

Process

  • We have a focused commitment to fully understand each client’s unique situation.
  • We utilize dynamic planning and modeling technology to create customized plans.
  • Our service culture keeps us in contact with our clients to review their progress.

Affirmations

  • We strive to be the lead amongst all our clients’ trusted advisors, and we seek to deliver on this by taking a holistic approach that ties all aspects together.
  • Our process allows us to operate much like a stand-alone “boutique,” wherein we have no firm mandates.
  • We believe recruiting the next generation of advisors is paramount to ensuring our practice can serve each client’s family in the decades ahead.

Education

  • We are dedicated to continued education, and we regularly attend advanced forums throughout the country to ensure we are addressing the ever-changing financial landscape.

Passion

  • We are honored by the responsibility bestowed on us by our clients, and we are passionate about doing right by them.
  • Our pursuit of excellence knows no limits, and we believe this pursuit is accomplished first and foremost by always putting our clients’ needs ahead of our own.
  • We love helping people, and if we know there’s an opportunity to lend a hand, we’ll be there.
Whichard Woolard & Mitchell Wealth Management

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 (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV). 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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