An Educational Approach to Investing
Serving Our Clients the Old Fashioned Way
No Commissions, No Product Sales
– 100% Advisory/Consultant Relationship*Performance Not Dependent On Rising Stock Market
– 100% tactical investment process, designed to minimize downside risk and capture potential growth opportunity by monitoring demand levels and allocating portfolio accordingly among 6 broad investment classes. Concierge-Style Customized Client Service Model
– If it can be done “for you”, we do it. Excellent client service designed around you and your unique way of life. Complimentary Investment (Retirement, Education, etc.) Planning -
Utilization of Envision® planning tool with the ability to capture and monitor all facets of your financial life to help maximize the probability of achieving your goals/objectives. Dedicated Planning Department Led By A CERTIFIED FINANCIAL PLANNERTM Professional (CFP®)
– Focus on rounding out your financial life with Estate Planning Strategies, Legal Document Orchestration (Wills, Trusts, Power of Attorney, etc.), with the help of your legal advisor; Insurance Management, Stock Options, etc. In addition, we can provide access to lending services through Wells Fargo affiliates.
*Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Wells Fargo Advisors is not a tax or legal Advisor.