Feller Private Wealth Group
Of Wells Fargo Advisors

Our Process

•  Introductory Meeting

This is a time for each of us to learn about each other.  We would like to learn more about what you are looking for in an investment advisory team and we would like to share with you our services and investment appoach.

•  Relationship "Fit"
After our introductory meeting, we believe it is imperative that there is a "good fit" between you and our team.  This is crucial to achieving a successful and effective investment strategy.

•  Financial Discovery
We will uncover your goals, objectives, and dreams for you and your family.  In addition, we will do a deep dive into your financial assets to understand your overall financial position.

•  Develop Envision Analysis
We will use our extensive client experience and our intellectual capital to develop a comprehensive investment plan that incorporates your goals, objectives and dreams.  The Envision® planning process will integrate your financial assets, cash flows, and expenses to provide hypothetical projections of the probability of achieving your financial goals.

•  Develop Investment Strategy along with Asset Allocation
We will develop a clear and personalized investment strategy along with an appropriate asset allocation that encompasses your risk tolerance, current investments, economic & market conditions as well as any potential tax impliciations.

•  Implement Investment Strategy
We will implement a thoughtful and strategic investment strategy based upon current market conditions.  Our disciplined and structured investment process can give confidence and comfort to you and your family during times of short-term market fluctuations.

•  Review & Evaluate
We will review your portfolio and evaluate your progress toward your investments goals and objectives.  We will advise you when adjustments are necessary.  We will schedule a financial review to update you on the portfolio holdings, the portfolio performance, your Envision analysis, as well as evaluate your current financial health.

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, DE, FL, ID, IL, MA, MD, ME, MI, MO, MT, NC, NJ, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY). 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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