Personalized Planning Strategies
With over 70 years of combined experience, Creech Schwartz Private Wealth Management Group of Wells Fargo Advisors draws on the knowledge and skills of each team member to create personalized planning strategies to build, manage, preserve and transition your wealth.
We take the time to listen to our clients and their most important values. For many people, that can be their family, health, faith, community and future. We know the work we do influences these things so we keep our mission in mind every day - helping our clients live the life they choose so they can pursue their most important goals.
Our planning process puts your needs first and draws on our team's experience. We create wealth management plans that focus on what you want to accomplish and coordinate with your other professional advisors to help keep your plan in step with your life.
Through meetings and communications, we keep you up-to-date on your progress toward your goals. As financial questions arise —and your circumstances change over time—we are here to offer guidance, trusted advice and the investment solutions to help you make the best decisions for you and your family.
We believe the following aspects help to cultivate a great working relationship with our clients:
- Client/Advisor FIT – We work with a select group of clients who value our involvement, philosophy, and communicate with openness and trust our professional guidance.
- The key to success is a plan – Our personalized planning approach prepares you for each stage of life.
- Better results through a team approach – Drawing on the strengths of each team member, we deliver tailored financial solutions.
- Portfolio Management – Your portfolio is designed to help achieve your investment goals without adding unnecessary risk.