Align goAls, investments
And the right AdviCe to mAke
the perfeCt blend.
Life changes, markets fluctuate, and your portfolio might need an adjustment to help keep you on
track toward achieving your goals. If you’re wondering whether you have the right investments in your
portfolio, we’d be happy to give you a professional evaluation. It could be the only thing you need is
more cream in your coffee, but your investments are worth an important second look.
Call us today for a complimentary consultation over coffee.
Providing expertise in serving
family businesses and entrepreneurs.
101 W. Spring St, Fifth Floor | New Albany, IN 47150
Phone: 812-948-8475 | Fax: 812-948-8732 | www.axiomfsg.com
eric ballenger, michelle konkle, CFP ® , Financial Consultant Senior Registered Client Associate – Officer
michael grau, CFP ® , RICP ® ,
First Vice President – Investment Officer vaughan scott, MBA ® , CPWA ® ,
Managing Director – Investment Officer Claudine super,
Senior Vice President – Investment Officer
gloria bommarrito,
Client Associate
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC. CAR#0319-02574