Our DREAM Process is at the core of our working relationship with you.


The EMoney Process allows us to present the probability of accomplishing all of your financial goals. Emoney takes that one step further, and also looks at the probablities of acheiving each individual goal as well.

IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

The Full Spectrum of Our Investment Products

We offer a wide range of solutions and services for our clients, and we have access to over 70 different lines of business with Wells Fargo and its affiliates to provide comprehensive solutions.

A Personalized Planning Approach

Guiding our clients through the DREAM Process, and with their personalized Envision Plan, we are able to provide a tailored solution for our clients’ unique needs.

Counsel and Advocacy for Life Events

If the recent past has shown us anything, it’s that life is unpredictable and major changes can happen without a moment’s notice – but through proper planning, we can help you navigate some of the life events that may impact your overall plan.


Portfolio Management

We believe your portfolio should be as comprehensive as your ever-changing needs, and so we help ensure it includes a wide variety of considerations before it is implemented.

Beyond Investing

It is often the case that our clients’ needs extend beyond the four previous areas of focus, which is why we also offer expertise in other areas of investment planning and wealth management.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

Engagement with Your Advisory Team

Through our firm and its affiliates, we have access to a number of incredible resources to help you achieve your goals. We can also work with your other trusted professionals – such as your CPA or attorneys – to form a stronger, more cohesive team on your behalf.

Wells Fargo Advisors is not a legal or tax advisor. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Guarantees are based on the claims-paying ability of the issuing insurance company. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. • Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.