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H E L PI N G C L I E N TS AC H I E V E T H EI R P R E F E R R E D F U T U R E Uniquely Qualified


Optimal Credentials*


428 McLaws Circle Williamsburg, VA 23185 757-220-1782 • 888-465-8422 www.osg.wfadv.com


• Forbes – Top 100 Wealth Advisors, 2016 • Barron’s – Top 100 Financial Advisors in America, 2004 - 2017 • Worth – Top 100 Wealth Advisors, 2005, 2006 and 2008 • Research – Top-Ranked Advisor Team in America, 2004 - 2009 • Registered Rep – Top 100 Advisors in America, 2005, 2007, 2011 and 2012 • Worth – Nation’s Most Exclusive Wealth Advisors • Research – Financial Advisor Hall of Fame • Virginia Business – Te State’s Top Wealth Advisors, 2005 - 2011 • Financial Times – Top 400 Advisors, 2013, 2014 and 2017


Joseph W. Montgomery, CFP® Managing Director – Investments


, AIF® Securities and insurance products: NOT INSURED BY FDIC OR ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE • NOT A DEPOSIT OF OR GUARANTEED BY A BANK OR ANY BANK AFFILIATE


* Criteria generally include, but are not limited to, professional credentials, wealth management focus, tenure in industry, productivity, assets under management, compliance records and client satisfaction reports. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. © 2017 Wells Fargo Advisors 11/17

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