Dedicated to empowering high-net-worth individuals and families through personalized, tax-efficient wealth strategies, thoughtful legacy planning, and values-driven guidance. With decades of combined experience, our team takes a collaborative, relationship-driven approach that places your family, priorities, and long-term vision at the center—working to deliver clarity, confidence, and continuity at every stage of life.

Vella, Calhoun, Adams Investment Group of Wells Fargo Advisors is proud to be recognized as one of:

Forbes Best-In-State Wealth Management Teams for 2024, 2025 & 2026¹

We feel these awards are a reflection of the trust our clients have placed in us through the years.

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). 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: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 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: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View additional disclosures