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Erik Wecks, Financial Advisor. Wells Fargo Advisors, LLC

Specializing in the investment planning needs of not-for-profit companies and their donors.

Region(s) Covered: Oregon & SW Washington

Contact Information

principal contact:Erik Wecks
email:erik.wecks@wellsfargoadvisors.com
phone:360-693-1225
800-879-1125
contact note:Available weekdays during business hours and other times by appointment

Mission

To turn not-for-profit companies and donors into savvy investors

Description

Wells Fargo Advisors has a long track record of managing the administrative and investment needs of non-profits and their donors. From trust and lending services, to endowment administration and donor education through our affiliates we offer a comprehensive package which can help your organization thrive.

Wells Fargo Advisors, LLC, Member SIPC

Other Information

Offers trainings or workshops