Michael Bless

Background

About Michael Bless

When I started working in the Financial Services industry almost 30 years ago, I made a conscious decision to not solicit business from “friends and family”. I want my clients to choose to work with me because of my ability, the service that I provide and my high ethical standards. Interestingly though, over the years, my clients have become friends and I try to treat them like family. In fact, I still work with my very first client. I share responsibilities with two other advisors. Together we help families build, manage, preserve and transition wealth. It is not uncommon for us to work with four generations of a family. As a CERTIFIED FINANCIAL PLANNER™ professional, I collaborate with clients' other advisors to provide a holistic wealth plan. As a Senior Fundamental Choice Portfolio Manager I create personalized investment portfolios. We aim to simplify and clarify the investment process for our clients, developing a clear set of goals and a process to help achieve them. This might involve Retirement Income Planning, Educational Planning, Estate planning strategies and Investment planning. We communicate systematically with our clients on a regular but individualized schedule. On a more personal note, other interests include: historical fiction- my original college major was archaeology; painting – particularly equine portraits; music, and our family dogs - Sydney, an Australian Shepard, and Buddy – a long haired Dachshund. We also have a small farm in east TX where we keep a small menagerie, including several horses, Arabians and Quarterhorses, and the misc. cattle herd, including a couple of Brahma bulls – which, like the market, I never take my eyes off of. This information is intended for use by residents of AL, AZ, CA, CO, FL, LA, MA, MT, NC, NH, NY, OH, OK, OR, PA, TX, WA, and WI only. CA Insurance Producer License # 4361152 Resident State: TX Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social