The process we use includes:
This time-tested process has helped us build strong relationships with our clients so we can serve their needs for the long-term.
In addition, the Cooper Meyer Wealth Management Group can help you develop a plan designed to:
We will also coordinate with your other professional advisors – such as attorneys and CPAs, as needed – to help address important wealth-management and estate-planning issues.
1Cooper Meyer Wealth Management Group of Wells Fargo Advisors and Wells Fargo Advisors do not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax or legal consequences.
Well, for us it's a commitment. It's about honoring our relationship with you and being fully invested in your success. It's also about being with you every step of the way – through every life event, every stage of the investment planning process, every triumph, and every challenge.
Your needs and goals will change over time, and when they do, we'll help you make adjustments to your investment plan as needed. We want to make sure you're living your life the way you want to live it.