Commonwealth Financial Strategies Group
of Wells Fargo Advisors

Investment Philosophy

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We always start with the end in mind. Every client relationship is based on the foundation of a thorough understanding of you and your financial goals, as well as a commitment to ensure you have clarity and confidence in all matters related to your financial future.

To that end, we design a holistic strategic wealth management plan based on a comprehensive understanding of you and your needs. Using our discovery process we will uncover a wide array of topics that will be utilized to help design your investment strategy. Some of the topics we will explore together include:

  • What matters most to you?
  • What do we need to consider in regards to education, special needs, or legacy planning?
  • How does your investment experience influence your expectations?
  • What do you want or need your money to do for you short-term and long-term?
  • How do your personal values impact your investment decisions?
Armed with this information, we begin to craft your customized investment strategy using sound investment principles of risk and reward. Together we will review the recommendations and make adjustments as needed. This is an ongoing process that will be revisited at least annually — or as your personal situation dictates a need — to ensure you are on track to achieve your goals.

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 (AZ, CA, DE, FL, GA, ID, MD, MI, NC, NJ, NY, OH, PA, TX, VA, WA). 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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