Defining Your Financial Why

None of us get to the right place in life without a clear destination

One of our team’s greatest beliefs is that your financial goals should be founded in a purpose that is greater than accumulating wealth. We have a holistic approach to investment strategy that helps you uncover your financial why and reach your ultimate financial destination.

During our initial consult we will explore:

  • Your life goals and how they are related to your investments.
  • The specific objectives you hope to achieve.
  • Your level of comfort with risk.
  • The amount of time you'd like to commit to overseeing your investment decisions.
  • The options available to you, and what fees are associated with those options.

This first meeting is important and will enable our team to begin to develop a tailored plan just for you.

Let’s get started!
Our Location

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (OH). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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