Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. [Source: Forbes.com (Awarded April 2022) Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. Fee paid for use of marketing materials. [Source: Forbes.com (Awarded February 2021) Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/2020. Fee paid for use of marketing materials. 

Mission

Our mission is to provide an institutional level financial services experience via a high touch, responsive and sophisticated boutique investment practice.

We take great pride in putting our clients’ needs first, providing the highest level of service, and leveraging our nearly 30 years of Wall Street and advisory experience to develop custom portfolios to enable clients to attain their long term financial goals.

Benesch Investment Group is the same service you know and expect, in a new setting.
Benesch Investment Group

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

This information is intended for use only by residents of (CA, CT, DC, FL, GA, MA, NJ, NY, PA, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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