At Colatruglio Wealth Management Group of Wells Fargo Advisors, managing your wealth starts with a plan. Using our Envision® planning software we can create a customized plan for you that addresses important topics such as retirement planning, education funding, and multi-generational wealth transfer. We will assist you in achieving your goals and help you to address the challenges along the way.
Our investment methodology is driven by the belief that effective risk management will enhance after-tax return over time and that superior risk-adjusted return is the most important way to measure successful portfolio management. We use a combination of fundamental and technical analysis to over- and under-weight various market components while reducing or eliminating individual issue risk in our model portfolios.
*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
Everything begins with you. The goal is to engage and immerse you in the process. It starts with a conversation to learn about you, your family, your work life, and personal life. We focus on your short-term and long-term goals and priorities and build plans to help you achieve them.
We focus on understanding your:
We monitor your progress and meet with you to review and adjust your plan according to changes in your life. By tracking your ongoing investment strategy against your Envision “Target Zone”, you’ll always be able to easily answer the question, “How am I doing?”