Our Process



We follow a disciplined, rigorous process for each client:

  • Step One: Listen (Our clients speak and we learn; we learn about past experiences, current situation and their goals and aspirations)
  • Step Two: Gather Financial Information (We review the current financial data and gather all the information necessary to develop a plan)
  • Step Three: Develop Strategies (With the information our clients share with us we go to work; We study, compare and contrast the information, model and develop various ways to help them achieve their financial objectives)
  • Step Four: Review and Discuss Strategies (When we have developed the appropriate strategies, we explain our findings, our recommendations and advice and we do so in plain, simple English-no technical jargon)
  • Step Five: Implement Strategies (When we reach agreement with our clients to implement those strategies we do so in an independent, objective, unbiased and cost-effective manner)
  • Step Six: Advisory Accounts (Advisory programs are not designed for excessively traded or inactive accounts and are not suitable 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 advisory programs will vary.)
Benotti & Galpert 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 (AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, MS, MT, NC, NJ, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI). 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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