We work as a team to meet your goals.
While some financial professionals are groups with shared resources, the Thomas, Szwed & Christy Private Wealth Management Group of Wells Fargo Advisors works as an integrated team of financial advisors and associates, focusing on client relationships. Each team member brings deep experience and specialized knowledge to focus on the complex planning and individual investment needs of affluent clients.
As part of Wells Fargo Advisors, our commitment to you is:
We will honor our relationship with you: When you work with a Financial Advisor from Wells Fargo Advisors, you have someone who takes time to listen and understand your needs, helps you clarify your goals, and takes the safety and security of your money and investments seriously.
We will be fully invested in your success: As your advisors, we can help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and feedback on your progress.
We will be with you every step of the way: Your needs and goals will change over time. That's why we will be there to provide advice — along with the exceptional service you deserve — through the ups and downs of markets and economic cycles.
Our team has decades of experience representing a wide variety and depth of knowledge.
We are an experienced team committed to you now and for the long-term. We have decades of experience and a diversity of approaches to investment planning, and have helped clients better plan for their various stages of life and dynamic market cycles.
Thomas, Szwed & Christy Private Wealth Management Group of Wells Fargo Advisors named as one of Forbes Best-In-State Wealth Management Teams for 2023, 2024, 2025 and 2026. [Source: Forbes (awarded January 2023, January 2024, January 2025, January 2026). Data compiled by SHOOK Research LLC based upon information from 3/31/21-3/31/22; 3/31/22-3/31/23; 3/31/23-3/31/24; 3/31/24-3/31/25.]
View Award Disclosures
2026 Forbes Best-in-State Wealth Management Teams
- 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Management Teams
- 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2024 Forbes Best-in-State Wealth Management Teams
- 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.
2023 Forbes Best-in-State Wealth Management Teams
- 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.
Wes Thomas named as one of Forbes Best-In-State Wealth Advisors in 2021, 2022, 2023, 2024, and 2025 [Source: Forbes (awarded February 2021, April 2022, April 2023, April 2024, April 2025). Data compiled by SHOOK Research LLC based on information from 6/30/19-6/30/20; 6/30/20-6/30/21; 6/30/21-6/30/22; 6/30/22-6/30/23; 6/30/23-6/30/24.]
View Award Disclosures
2025 Forbes Best-in-State Wealth Advisors
- 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 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.
2024 Forbes Best-In-State Wealth Advisors
- 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 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.
2023 Forbes Best-In-State Wealth Advisors
- 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 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.
2022 Forbes Best-In-State Wealth Advisors
- 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 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.
2021 Forbes Best-In-State Wealth Advisors
- 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).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.
You can learn more about each of our team members by clicking on their photo.
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