Our Investment Philosophy

It is our strong belief that all successful investors work from a philosophy rather than an outlook. Our group's philosophy focuses clients on answering the question "What are your goals?" rather than "What is the market going to do next?". Utilizing Wells Fargo Advisors' Envision® process, we can create an investment plan designed to give clients the confidence to reach their financial goals.

Our process matches investor's goals to a proper allocation of assets which helps answer the big picture question of what is the appropriate percentage of stock vs. bond vs. cash and other types of investments that an investor needs to own to have confidence that they may meet their financial goals.

Once we establish the target allocation, we identify which portfolios are best suited for each client's unique situation. By offering advisory services such as Private Investment Management (PIM®), when appropriate, portfolios are properly diversified and periodically rebalanced. We periodically revisit, test and rebalance to help ensure that our clients continue on their financial path.
 
We keep in close contact with our clients. Needs change throughout the years. As milestones such as college graduations, weddings and retirement occur, an individual's wants and needs change along with their financial condition. Through regularly scheduled meetings, we inform our clients of our methods and strategies. Likewise, we are able to remain informed of any changes in our clients' circumstances. It is through this regular contact that we act as a "Chief Financial Officer" for our client's family. 

We believe our philosophy is not a "what's working now" approach as it is what we believe works long term. In our experience, patience and discipline are the keys to a successful investment philosophy.
 
Connelly & Moore Wealth Management 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, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, WI). 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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