Our Firm

The Optimal Service Group of Wells Fargo Advisors is located in Williamsburg, Virginia. Our institutional consulting team has over 120 years of combined investment industry experience. The institutonal team is comprised of six senior professionals, each with experience in providing consulting services. Further, the group is supported by the Wells Fargo Investment Institute (WFII), an entity that consists of over 100 investment strategists and analysts globally. WFII provides unique insights into capital markets and global economies through the 1000+ reports published annually.  We believe our structured research process combined with our dedicated team of professionals is one of our greatest strengths relative to our industry peers. Our goal is to provide the very best strategic framework, investment recommendations, ongoing evaluations and reporting, timely capital market observations, and education.

Being knowledgeable investment consultants to multiple types of organizations, including insurance companies, is one of our greatest strengths. Our institutional client base speak to our experience, and our references speak to our expertise and commitment to client service. As the name The Optimal Service Group implies, our practice was established on the principle of providing world-class investment advice and service. We are prepared to meet and will strive to exceed all schedule requirements. We seek cost-effective opportunities for all clients, no matter the type of organization.




As of 12/31/16, all data includes Wells Fargo Clearing Services, LLC, (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC.   Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.  First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.