Our initial meeting provides an opportunity to ensure that we fully understand each other and to determine whether or not there is a "fit". During this meeting we will consider:
  • Your assets
  • Our chemistry
  • Your objectives and if what you are looking for is what we can deliver on
  • Our desire to trust you and begin a long term relationship
At the same time, we expect you to consider:  
  • Our chemistry
  • Our philosophical alignment
  • Our ability to provide you what you are looking for
  • Your desire to trust us and begin a long-term relationship
In this meeting, we will inform you about our team and our approach to investment planning.  We will then turn our attention to your goals and explore topics that are most important to you.  We schedule a follow-up call after the initial meeting to discuss whether we perceive a mutual "fit" that indicates we should begin the financial planning process.
Our second meeting provides an opportunity to learn more about you and to gather the necessary information to begin building your investment plan. Wells Fargo’s customized eMoney Advisor planning process creates an effective, easy-to-understand method for you to prioritize and track progress toward important life goals. Ultimately, our process is designed to help you live the one life you have the best way you can, without undue financial sacrifice or excessive risk.
During our third meeting, we present a comprehensive eMoney Advisor plan that addresses your stated concerns and establishes a roadmap for pursuing your specific goals. This provides a foundation for measurement of progress toward your goals in future meetings.

At this time, we will also make specific financial and portfolio recommendations designed to help you pursue your goals
We will be with you every step of the way in the implementation phase.  Our team coordinates and executes necessary changes in order to help save you time and ensure your plan is implemented properly. This further enables us to adjust your portfolio as the world and your life experiences change.
Your plan will change because your life changes.  We are committed to meeting virtually or in person and speaking with you so that we can assist you in making informed decisions along the way.
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*Products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.
Bay Ridge Private Wealth Management Group of Wells Fargo Advisors

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 (CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NE, NH, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WV). 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.

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