Our DNA® System centers around your unique financial characteristics, beginning with the following steps:

1st Meeting: Are We a Fit?

Everything begins with understanding more about you and helping you learn more about us. With our particular approach, we realize it is mutually beneficial to be “all things to some” as opposed to “everything to all.” In our first meeting, we will examine our compatibility and decide if it makes sense to move forward.

2nd Meeting: Gather Data

Next, we gather information about your goals, priorities, financial assets, liabilities, risk tolerance and more. We discuss costs and talk to you about how we are compensated. We ask you to complete a questionnaire to begin the planning process.

3rd Meeting: Present Plan

At this point, we will review your preliminary plan. We provide you with a net worth statement, defined financial goals, and asset allocation analysis. Once this information is confirmed, we will discuss financial strategies and the investment alternatives that will be utilized to meet your goals and objectives.

4th Meeting: Take Action

During this meeting, we will review your finalized plan which includes refining details of your particular strategy and executing on investment recommendations.
Brusca & George Private Wealth Consulting Group

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, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, RI, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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