2003	300+
Heritage Seubert was founded	Years of combined experience among all team members

At Heritage Seubert, we have the training and experience you’d want from the team of professionals handling your assets. Our advisors have numerous industry-specific designations, and everyone on our team takes part in on-going education to stay abreast of the constantly changing markets, regulations, and economy. We also attend industry conferences and lobby on behalf of our clients to help ensure that your interests remain top of mind.

We hold ourselves to the highest standards and follow strict compliance procedures that are designed to protect you. In addition, we complement our experience with trusted advisors, including the vast resources of Wells Fargo Advisors Financial Network and Wells Fargo Investment Institute. These investment professionals provide timely, ongoing research on the capital markets, asset managers, and industry developments, as well as due diligence analysis specifically tailored for your account.

	Forward-looking, made up of long-term planners who not seek risky investments or trade in and out to generate fees
	Unbiased, selecting the investment products that are most appropriate for our clients
	Independently owned, backed by one of the nation's largest financial institutions
	A full-service operation, so you shouldn't have to worry about getting someone new up to speed on your affairs
	Multi-faceted, successfully managing everything from individual investment plans to large corporate 401(k)s

_{Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.}