Ranch & Coast Magazine

January 2023

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Dale Beed is a highly experienced financial advisor with Wells Fargo Advisors. He has been in the securities industry for more than three-and-a-half decades and he is now fortunate to have his son Ian join him to form the basis of e Beed Group. e team assists a broad spectrum of investors achieve their financial goals. Every investor has unique needs, circumstances, and varying goals and aspirations. From their perspective, the cornerstone of every successful investment strategy is to understand fully a client's goals and risk tolerance. For this reason, they take the time to design a specific portfolio based upon information gathered through comprehensive face-to-face interviews. eir overriding investment philosophy is to help clients protect their principal, preserve their principal purchasing power, and obtain the highest level of total return, including income and capital growth, consistent with their tolerance for risk. The Principals of The Beed Group Dale A. Beed, Managing Director — Investments; Ian A. Beed, Financial Advisor — Wells Fargo Advisors 888 Prospect Street, Suite 301, La Jolla | 858.459.0521 | home.wellsfargoadvisors.com/dale.beed ranchandcoast.com 60 JANUARY 2023 RANCH & COAST MAGAZINE

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