Investment Planning Process

Illustrating Progress Along Your Chosen Path

There are a variety of ways we can invest our money – some rely on standardized indices to track progress, while others live on a wish and prayer.

Our investment planning process is different. Rather than being centered around an index like the S&P 500, your plan is centered around your goals and priorities.  We never ask our clients to “hope” for the best because they get to see how their portfolio will potentially perform in different scenarios before it’s implemented. 

Follow your chosen path for your investment plan and keep track of your progress along the way.


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palm graphic.pngTaking a Team Approach

As we work with you to create a personalized investment plan, we draw on an extensive pool of knowledge and insight from every member of our team. Together, we’re driven to help our clients build, manage, and protect their wealth. 

Committed to addressing the full spectrum of our clients’ wealth management needs, we lead collaborative efforts with your legal team, your CPAs, and with Wells Fargo affiliates. As a WFA client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust Services, and Insurance as well as various customized and more traditional lending products.   

We believe that your full financial team should be present in preparing you for potential blind spots.



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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, CA, CO, CT, FL, GA, IN, LA, MA, MD, MI, MS, MT, NC, NE, NY, OH, PA, SC, TN, TX, VA, WA, WY). 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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