What We Deliver

    Value of Advice

    Investment advice has the best chance of success when it’s built on a strong advisor-client relationship.

    We’ll work together to construct an investment plan that reflects your goals as they change over time.


    Articulating investment goals and strategies   

    Managing portfolios and asset allocation

    Investing for current income versus growth of assets

    Selecting cost and tax-efficient investments

    Providing investment reviews

    Performing risk analysis

    Meeting liquidity needs



    Retirement goals

    Higher education

    Charitable giving strategies

    Estate planning strategies

    Spending in retirement

    Insurance (health, long-term care, life, business)

    Business purchase, sale , or succession planning

    Health care and eldercare


    Conducting annual review

    Adjusting investment plan based on life events

    Offering intergenerational wealth education

    Bring clarity to financial headlines

    Investing lump sums

    Providing professional referrals

    Helping job-change finances

    Keeping the focus on the plan

    Service for friends and family

    Wells Fargo Advisors is not a legal or tax advisor

    Organization & Planning

    Our focus is to help enhance your life, the foundation of which we believe is financial freedom. This means giving you the autonomy to live the life you choose, with the assurance that you will have a supporting guide to help plan and navigate the way.

    The LifeSync® experience helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you. The goal is to empower you to make informed financial decisions, big or small, simple or complex, that make a real and lasting impact on your life and for future generations.

    The LifeSync experience pulls together the people, tools, and guidance to help you make decisions.

    Our team helps you understand where you are now and where you are headed, and to create a plan to guide you every step of the way.

    High-end technology and tools help make it easier for you to plan for the future and stay connected to your information and plan.

    You’ll enjoy access to Wells Fargo specialists for guidance on specific strategies and solutions.

    LifeSync helps answer the question, “Where am I?”

    Achieving financial confidence is a collaborative journey. Using our LifeSync® process, we will help you make informed financial decisions and stay focused on what’s important to you.

    Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

    Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services including discretionary portfolio management.  Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be pai an ongoing or one-time referral fee in relation to clients referred to the Bank.  In these instance, the Bank is responsible for the day-today management of any referred accounts.

    Investment Management

    We seek to utilize lower fees and an eye toward tax-efficiency could mean better long-term investment results. We seek to utilize lower cost, efficiently-managed investments to create your diversified portfolio. Our investment philosophy is built on three cornerstones:

    Because asset allocation can be a main driver of your portfolio’s return, we aim to balance risk and reward by aligning your portfolio to meet your investment goals, risk tolerance and investment time horizon.

    Due Diligence
    Our approach to investment selection is to identify and use lower-cost investments such as Exchange Traded Funds (ETFs), index funds and separately managed accounts to help reduce investment expenses and meet your financial goals. We seek long-term, consistent results. We are analytical in our manager selection and meet directly with investment managers to better understand their philosophy and potential.

    Tax Efficient Strategies
    The long-term impact of taxes on investment returns can take a bite out of your savings. Our tax-efficient strategies help you continue to grow your savings for retirement while working to manage the impact of taxes.


    Wells Fargo Advisors is not a legal or tax advisor.

    Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.

    Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.

    There is no assurance that the price and yield performance of the index can be fully matched. An index is unmanaged and not available for direct investment

    Independent money management may not be appropriate for all investors.

    Client Experience

    Our goal is to serve as your “go-to” trusted advisor, providing guidance and support through all of life’s financial milestones.

    We offer a variety of communication options to suit your preferences, including face-to-face meetings, conference calls, and webcasts. Rest assured, we are always here for additional consultations as needed.

    Achieving financial confidence is a collaborative journey. Your values, your goals, and your money should work together to achieve the life you want. Our team has the resources, knowledge and tools to help you make informed decisions and stay focused on your priorities.

    We are with you every step of the way.

    © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.