The Client Experience

Learning About Each Other

  • Learn about you, your family, your goals, and your values
  • Understand any special concerns or challenges
  • What differentiates our team
  • How we are compensated

Discovery and Information Gathering

  • Gather data, documents, and statements for analysis, and identify other trusted advisors
  • Analyze current investments, insurance coverage, debts, and wills/trusts
  • Quantify goals, time horizons, and risk tolerance

Strategy Meeting

  • Review current financial position
  • Discuss our specific recommendations
  • Decide which solutions to implement
  • Coordinate with your CPA and attorney as needed

Implementation Meeting

  • Set up accounts and transfer existing assets, as needed
  • Implement changes to existing financial strategies
  • Access other services through Wells Fargo affiliates, if required

Organizational Meeting

  • Review first statements
  • Explore Wells Fargo online resources
  • Develop schedule for future meetings

Evaluate Progress

  • Portfolio reviews
  • Evalute progress using the Envision® process
  • Get feedback on your satisfaction with our service
  • Keep up to date on life changes, needs, and objectives

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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 (AL, AZ, CA, CO, FL, GA, IN, KS, KY, LA, MD, ME, NC, NH, NJ, NV, NY, OH, PA, SC, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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