Jason Blankenship, AAMS®, Financial Consultant; Natalie Tuttle, Senior Registered Client Associate; Gail Utter, MBA, CPWA®, CRPC®, Managing Director – Investments; Krystyl Garrison, Client Associate; Nate Pike, Financial Consultant

 

 

 

 

 

 

Distinguished Excellence From an Experienced Team

  • Named to Barron’s Top 100 Women Financial Advisors for five consecutive years
  • Named to Barron’s Top 1,200 for ten consecutive years
  • Five Star's Wealth Management Award recipient for five years
  • Financial Times Top 400 Advisors, 2017

Utter Wealth Management Group of Wells Fargo Advisors is fully invested in the success of each client, providing proactive financial strategies tailored to help individuals reach defined personal goals.

Preeminent services include a strategic approach to wealth management, attentive multigenerational planning and a consummate commitment to service that helps ensure rapid and customized responses to client needs.

Our website contains a wealth of information about how Utter Wealth Management Group is positioned to help you reach your financial goals. It also serves as a resource for useful information, including calculators, articles and a portfolio tracker, and more. We encourage you to browse the site to learn more about the opportunities and potential rewards that become available when you take a proactive approach to investing in your financial future.

If you are interested in becoming an Utter Wealth Management Group client, our team looks forward to meeting you personally. Complimentary reviews are available to prospective clients with a net worth totaling $1 million or greater.   

The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

•The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. X,XXX [Market Name] wealth managers were considered for the award; XXX (X % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

 

Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.