A three-adviser team managing $1 billion at Wells Fargo Advisors has joined Ashton Thomas Private Wealth and have opened an office for the firm in Helena, Montana.
The three advisers are Scott Knutson, Michael J. Wong and Martin J. Lewis. Each spent decades with Wells Fargo and a predecessor.
Scottsdale, Arizona-based Ashton Thomas is a registered investment adviser managing approximately $1 billion, and also provides tax and accounting services.
Ashley Velategui has been with the firm for nearly two decades, including more than a dozen years at the ultra-high-net-worth planning group.
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Draft legislation filed Sunday night, projected to save the government more than $900 billion, would cost millions of people health insurance coverage within a decade.
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Both sides hailed 'substantial' progress over the weekend.
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From direct lending to asset-based finance to commercial real estate debt.
