HighRoad Wealth Advisors

CONNECT

Address:

170 S. 2nd Street, Suite 201
Coos Bay, OR 97420

Phone:

541-266-7623,TOLL FREE: 844-266-7623

Fax/Other:

541-266-9173

Our Strategic Partner

For any investment firm, there are two very important and necessary services to doing business: custody and clearing.

Custody refers to the safekeeping of client securities often in the form of electronic records.

Clearing refers to the settlement process of trading securities (stocks, bonds, etc.)

HighRoad chose Wells Fargo Advisors Financial Network as their strategic partner to handle these two important services.

Wells Fargo Advisors Financial Network is the independent investment arm of Wells Fargo & Company.  In addition to their custody and clearing services, they specialize in providing structure, tools, and resources to financial advisors who want to own and operate their own independent investment practice.  

After considering several differnt firms, we chose Wells Fargo Advisors Financial Network for its recognizable global brand, its financial strength, and for the depth of its resources that will be utilized to serve our clients in today's complex financial environment.

It is important to know that we hired Wells Fargo Advisors Financial Network and we pay them for their services.  No one at HighRoad is an employee of Wells Fargo Advisors Financial Network. HighRoad Wealth Advisors is a separate entity from Wells Fargo Advisors Financial Network.

How your money is protected: Wells Fargo Advisors

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals