Our Services

Our Mission is GUIDANCE:

G ive responsible and dependable financial advice to high-net-worth individuals who seek our services.
U nderstand clients' individual financial needs and desires and assist in making and meeting realistic goals.
I nform Clients regularly of available investment opportunities that may help them.
D evelop quality relationships with clients through listening, knowledge and thoughtful planning.
A chieve profitable growth by providing sound guidance and superior service.
N avigate client portfolios through turbulent markets with responsible diversification of assets
C ultivate a team that is recognized for earning and maintaining client confidence, satisfaction and trust.
E ducate clients on business and issues that relate to their accounts, and work toward an understanding of and comfort level with those issues.

 

 

Products and Services
  • Advisory Investment Management Services
  • Professional Investment Management Services
  • Annuities
  • Securities-Based Lending Services1
  • Business Advisory Services
  • Business Planning Services
  • Certificates of Deposit
  • College Planning Services
  • Equities
  • Estate Planning Services
  • Investment Planning Services
  • Fixed-Income Products
  • IRAs and all types of Retirement Plans
  • Insurance2
  • Lending Services2
  • Municipal Bonds
  • Mutual Funds
  • Priority Client Services
  • Trust Services2
  • 401(k) Services
  • Portfolio Management

 

 

    

 

1Margin borrowing may not be suitable for all investors.  When you use margin, you are subject to a high degree of risk.  Market conditions can magnify any potential for loss.  The value of the securities you hold in your account, which will fluctuate, must be maintained above a minimum value in order for the loan to remain in good standing.  If it is not, you will be required to deposit additional securities and/or cash in the account or securities in the account may be sold.  Please carefully review the margin agreement, which explains the terms and conditions of the margin account, including how the interest on the loan is calculated.

2 Insurance, Lending and Trust services are offered through affiliates of Wells Fargo & Company.

Hudock Moyer Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.  Be sure to consult with your own tax and legal advisors before taking any action that may have tax consequences.