The group approach provides many benefits to the clients we serve. Our combined knowledge and experience allows us to utilize the strengths of each individual within the group. There are so many areas that affect an individual’s financial life (investment planning, tax-efficient strategies, retirement planning, estate planning strategies) that we rely on the group’s ability to gather information, analyze the impact it will have on our clients, and bring the relevant information to the client.
Our investment style favors quality investments that we buy and hold. These will include stocks, bonds, mutual funds and alternative forms of investments. We tailor an investment plan to fit each client’s individual needs, goals and risk tolerance. We meet to review the investments, keeping pace with our clients changing needs as well as economic and market conditions.
Our relationships with our clients are based on trust and loyalty. Although each client deals primarily with one Financial Advisor, it is very important to us that our clients get to know other members of the group. This way, if the primary Financial Advisor is unavailable, the client will feel comfortable and confident with the guidance they have received from one of the other Ace Financial Group Advisors.
We are each very proud to belong to Ace Financial Group and hope that this pride shows through. Our commitment to our clients is to nurture the relationship through sound advice and continuing service over the years.
Wells Fargo Advisors Financial Network and Ace Financial Group Advisors are not legal or tax advisors.