At some point, every investor worries about the same thing:
Every member on our team has built a career on replacing that worry with confidence that has the potential to last not only multiple lifetimes, but multiple generations.
Running out of money before they run out of time.
Every member on our team has built a career on replacing that worry with confidence that has the potential to last not only multiple lifetimes, but multiple generations.
Our Three-Point Investing Methodology
Private Investment Management (PIM®) Portfolios
Instead of tracking broader markets or indexes, we prefer to leverage our PIM® credentials to build a portfolio that aligns with your life, your goals and your risk tolerance. This designation allows us to:
- Follow documented investing guidelines
- Select your assets and allocations on a more granular, specific level
- Buy or sell your assets proactively as market conditions or thresholds indicate
Only 1 in 10 Wells Fargo Financial Advisors are PIM® Portfolio Managers
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Take Tax Implications Seriously
A penny saved is a penny earned. We strive to save our clients substantially more than that throughout the course of our relationship. Your strategy will include best practices, including:
- Asset location
- Distribution sequencing
- Tax-loss harvesting
- Required Minimum Distributions (RMDs)
- Donor Advised Funds (DAFs)
Wells Fargo Advisors does not provide legal or tax advice.
Discipline Generally Beats Deviating
Why make a plan if you change it when the wind blows? There’s a good chance that investors have lost more money based on their emotions than from market volatility. Your plan will be managed in a way that:
- Accounts for worst-case scenarios
- Mutes market noise
- Factors in volatility
