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Text Content

300 North Forest Drive
Suite 100
Casper, WY 82609





WELLS ASSET MANAGEMENT, LLC

307-315-6030

 
MENU
 * About 
   * Our Mission Statement
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   * Our Services
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   * Featured Links
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Tools 
   * Glossary
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 * Contact
 * Client Login


HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

Learn More


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

Learn More


RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More

Welcome to our Web site, where you’ll find a wealth of information in the form
of newsletter articles, calculators, and research reports.  

We hope your visit will help you understand the opportunities and potential
rewards that are available when you take a proactive approach to your personal
financial situation. We have created this Web site to help you gain a better
understanding of the financial concepts behind insurance, investing, retirement,
estate planning, and wealth preservation. Most important, we hope you see the
value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management;
to help you learn more about who we are; and to give you fast, easy access to
market data. We hope you take advantage of this resource and visit us often. Be
sure to add our site to your list of “favorites” in your Internet browser. We
frequently update our information, and we wouldn’t want you to miss any
developments in the area of personal finance.




©PIEtechSM. Reproduced with permission. All rights reserved.




HELPFUL CONTENT


HOW BIG IS MONEY?

Learn a little about worldwide currency in this fun infographic


TRENDS IN CHARITABLE GIVING

Some people may want a more advanced gifting strategy that can maximize their
gift and generate potential tax benefits.


INFLATION AND THE REAL RATE OF RETURN

Learn about the role of inflation when considering your portfolio’s rate of
return with this helpful article.

 
 * Articles
 * Calculators
 * Videos

YOURS, MINE, AND OURS: ESTATE STRATEGIES FOR SECOND MARRIAGE

Second marriages are a trigger event to revisit any existing estate strategies.

RISK PERSPECTIVE

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

KEEPING SUMMER SAFE: POOL AND SPA SAFETY TIPS

Each year hundreds of children die or are injured in pool accidents. By taking
seven steps, you can keep your pool safe.

MONEY DRAINING FOOD MYTHS

These food myths will really put a drain on your wallet.

YOUR SHIFTING RISK TOLERANCE

Time and market performance may subtly and slowly imbalance your portfolio.

A HOME INSURANCE CLAIM: TO FILE OR NOT TO FILE

Learn when it may not make sense to file a claim on your home insurance.

VIEW ALL ARTICLES

WHAT IS MY CURRENT CASH FLOW?

Assess whether you are running “in the black” or “in the red” each month.

COMPARING MORTGAGE TERMS

Estimate the total cost in today's dollars of various mortgage alternatives.

FEDERAL INCOME TAX

Use this calculator to estimate your income tax liability along with average and
marginal tax rates.

IMPACT OF TAXES AND INFLATION

Estimate the potential impact taxes and inflation can have on the purchasing
power of an investment.

CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.

COMPARING INVESTMENTS

This calculator compares the net gain of a taxable investment versus a
tax-favored one.

VIEW ALL CALCULATORS

THE LONG RUN: WOMEN AND RETIREMENT

For women, retirement strategy is a long race. It’s helpful to know the route.

WHAT SMART INVESTORS KNOW

Savvy investors take the time to separate emotion from fact.

RE: RETIREMENT

How does your ideal retirement differ from reality, and what can we do to better
align the two?

4 ELEMENTS OF AN ESTATE STRATEGY

Learn about the importance of having an estate strategy in this helpful and
informative video.

SHOULD I INVEST IN GOLD?

Learning more about gold and its history may help you decide whether it has a
place in your portfolio.

SUDDENLY SINGLE: 3 STEPS TO TAKE NOW

Have you found yourself suddenly single? Here are 3 steps to take right now.

VIEW ALL VIDEOS

 

 


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LOCAL WEATHER

82609



 


CONTACT

Office: 307-315-6030Mobile: 307-262-0937 Fax:307-315-6032

pearley@wellsassetmgmt.com


 


EXPERIENCE MATTERS



Wells Asset Management is a full-service financial firm committed to helping
people pursue their financial goals. Wells Asset Management offers a wide range
of financial products and services to individuals and business owners. Pearley
Wells and Reed Rudkin believe that through our services you will be better able
to identify your goals and make decisions that help you achieve the goals you're
aiming for.

Please call us if you have any questions about our firm or the

... Learn More






Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and Investment Advisory Services are offered through Osaic Wealth,
Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities
and/or marketing names, products or services referenced here are independent of
Osaic Wealth. Osaic Wealth does not offer tax or legal advice.  For full
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Investing involves risk, including the potential loss of principal. No
investment strategy can guarantee a profit or protect against loss in periods of
declining values. None of the information contained on this website shall
constitute an offer to sell or solicit any offer to buy a security or any
insurance product.

The purpose of this website is to provide general information on the subjects
discussed, it is not intended to be used as the sole basis for financial
decisions, nor should it be construed as advice designed to meet the particular
needs of an individual's situation. Our firm does not provide tax or legal
advice, all individuals are encouraged to seek guidance from qualified
professionals regarding their personal situation.

Any references to protection benefits or steady and reliable income streams on
this website refer only to fixed insurance products. They do not refer, in any
way, to securities or investment advisory products. Annuity guarantees are
backed by the financial strength and claims-paying ability of the issuing
insurance company. Annuities are insurance products that may be subject to fees,
surrender charges and holding periods which vary by insurance company. Annuities
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The financial registered representatives associated with this site may only
discuss and/or transact securities business with residents of the following
states (registrations vary by individual representative): AZ, CA, CO, FL, ID,
IL, KY, ME, MT, NE, OK, SD, TN, TX, UT, and WY.

When you link to any of the websites displayed within this website, you are
leaving this website and assume total responsibility and risk for use of the
website you are linking to. We make no representation as to the completeness or
accuracy of any information provided by these sites.



CONTACT

Wells Asset Management, LLC

Office: 307-315-6030Mobile: 307-262-0937 Fax: 307-315-6032

300 North Forest Drive
Suite 100
Casper, WY 82609

7, 66, 31 Insurance

pearley@wellsassetmgmt.com



QUICK LINKS

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 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
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