Goals-Based Wealth Management

Serving your best interests. Always.

Managing wealth for the future requires understanding your unique needs and taking a goals-based wealth management approach. That’s why we work to create strategies for both asset and liability management. We draw on our team’s knowledge, experience, and tap the deep resources of Wells Fargo affiliate products and services such as private banking, trust and fiduciary services, insurance, as well as customized lending products.*

Our process

To help you and your family manage your wealth and achieve your financial goals, we employ a goals-based process that is collaborative, engaging and continues to evolve as you move through all of life’s milestones.

Step 1. TALK

Our process always start with you. In our first meeting we ask, “What do your investments and liabilities look like today?”  Then, “What are your goals for the future?”
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Every client is different.  It’s about getting to know you and your family intimately from a financial standpoint. We work to understand your short-term goals, long-term goals, and appetite for risk.  We learn about your family, time horizon and then work to develop a road map to help achieve your goals.

Step 2. PLAN

Next, we create a strategic plan–based on your goals–that addresses the important areas of wealth planning:  managing your cash flow needs, investing your assets to meet your short- and long-term goals, offering risk management strategies, providing tax-efficient investment strategies and ensuring your legacy and estate planning strategies are in place.

Step 3.  BUILD

Once the plan is in place, our work does not stop. We continue to build on your financial foundation working to invest your assets and address all of your complex wealth management needs.

Step 4. ADJUST

Life has a way of changing and often has unexpected twists and turns. Our personal approach, communication, and high level of client service means we are here for you and your family and will be available to talk through any necessary adjustments.

Additional Resources:

LifeSync - Clarity you need to bring your plan to life. Read More

Click Here to Ask About Your Goals Based Plan. 

1 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.

2 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Equal Housing Lender.

3 Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.