The DelGreco Santini Wealth Management Group of Wells Fargo Advisors provides personalized, professional services for your distinct needs and circumstances. Working initially with the Wells Fargo Advisors eMoney® process, which offers clients a unique set of tools and technology to discuss your life expectations, we focus on an appropriate investment strategy, track your progress, and update your approach as needed. As market conditions fluctuate and life changing events occur, we stand ready to help guide your financial journey, and keep your plan on target. Our team has a depth of experience combined with an unparalleled service level that has pleased many generations of families. We welcome you to meet with us and see how our approach has satisfied so many clients through the years.
Our approach to investing is disciplined and we avoid reactions to short-term events. We are also able to offer an array of products and services. At all times you will have two advisors who are familiar with your accounts and your goals to enhance responsiveness for any questions that may arise. We request timely review and more frequently when appropriate. This can be in person or by telephone depending upon your location and personal preference.
We expect an open dialogue so that we can be made aware of any changes that may impact your financial position such as tax situations, job changes, births, deaths, marriages or any change in goals. It is critical to maintain this open communication as we work together. Any and all questions are important. We always respond to our telephone calls from you within a very timely manner and we also expect the same of you.
We are compensated primarily by advisory programs, through annual fees. In these programs, we work with experienced portfolio managers and Wells Fargo Investment Institute (WFII). Transactions such as buying or selling of stocks, bonds, or mutual funds in these accounts are typically done on a flat-fee basis. If the circumstances dictate, clients will have an account or accounts that make infrequent changes and pay us a commission on a transactional basis.
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.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement
complex statistical methods that chart the probability of certain financial outcomes at certain times in
the future. This charting is accomplished by generating hundreds of possible economic scenarios that
could affect the performance of your investments. Using Monte Carlo simulation this report uses up to
1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and
underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these
scenarios will assume very favorable financial market returns, consistent with some of the best periods
in investing history for investors. Some scenarios will conform to the worst periods in investing history.
Most scenarios will fall somewhere in between.
Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate
for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full
description of our services, including fees and expenses. The minimum account size for these programs is
between $10,000 and $2,000,000.
Our approach to investing is disciplined and we avoid reactions to short-term events. We are also able to offer an array of products and services. At all times you will have two advisors who are familiar with your accounts and your goals to enhance responsiveness for any questions that may arise. We request timely review and more frequently when appropriate. This can be in person or by telephone depending upon your location and personal preference.
We expect an open dialogue so that we can be made aware of any changes that may impact your financial position such as tax situations, job changes, births, deaths, marriages or any change in goals. It is critical to maintain this open communication as we work together. Any and all questions are important. We always respond to our telephone calls from you within a very timely manner and we also expect the same of you.
We are compensated primarily by advisory programs, through annual fees. In these programs, we work with experienced portfolio managers and Wells Fargo Investment Institute (WFII). Transactions such as buying or selling of stocks, bonds, or mutual funds in these accounts are typically done on a flat-fee basis. If the circumstances dictate, clients will have an account or accounts that make infrequent changes and pay us a commission on a transactional basis.
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.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement
complex statistical methods that chart the probability of certain financial outcomes at certain times in
the future. This charting is accomplished by generating hundreds of possible economic scenarios that
could affect the performance of your investments. Using Monte Carlo simulation this report uses up to
1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and
underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these
scenarios will assume very favorable financial market returns, consistent with some of the best periods
in investing history for investors. Some scenarios will conform to the worst periods in investing history.
Most scenarios will fall somewhere in between.
Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate
for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full
description of our services, including fees and expenses. The minimum account size for these programs is
between $10,000 and $2,000,000.