Successfully managing wealth is all about collaboration. It requires an intentional, well-thought-out process – one we’ve refined over our decades of experience working with high-net-worth and ultra-high-net-worth clients. Based on the essential elements of trust and mutual respect, that aims to create solutions and generate results suited to each client’s specific needs and circumstances.
Investment planning is an ongoing process, a step-by-step journey we share with you. Every day our clients rely on our team’s knowledge and experience to guide them in navigating change – in their lives, in their businesses, and in our world.
Our team is skilled at testing and analyzing numerous financial scenarios, from the simple to the complex, to allow you to evaluate the options available to you and make informed decisions about your plans. At the Fisch Wealth Management Group, our priority is always to empower you with the insight and information you need to help you remain on track with your plans to protect your wealth, financial future, and legacy.
Our first meeting is focused on getting to know you and your finances, as well as sharing information about our team so you can get to know us and how we work. We begin by exploring all aspects of your wealth to create a complete picture of your financial portfolio, including needs, challenges, and opportunities. We then identify and examine your goals and priorities, both personally and professionally, and together determine whether our team’s capabilities and approach are a fit.
Once officially engaged as your financial advisory team, we take a deep dive into your investment objectives, risk tolerance, time horizon, and income needs. Utilizing Wells Fargo Advisors’ eMoney® planning process, we build a customized plan with recommendations designed to deliver on your goals – today and tomorrow. This plan becomes the foundation for the financial decision-making required to manage and protect your wealth.
At this stage, we combine security selections with our portfolio analysis, Envision plan recommendations, and what we have learned about you, to create and launch an investment action plan. We apply our expertise and insights in investing and asset management to plot a roadmap to help you realize your goals to preserve and grow your wealth. Once the plan is initiated, we transition our focus to assist with other key financial areas, such as insurance, succession, and estate investment planning.
To deliver results, we need to ensure your plan is designed for long-term success. We pay close attention to current global economic and market conditions with the guidance of our colleagues from the globally renowned Wells Fargo Investment Institute. This helps us to determine how variations can affect your wealth. In addition, we stay in close contact with you about life and business changesto verify your plan remains aligned with changing needs and priorities. We regularly review your eMoney plan and make necessary adjustments to help you stay the course to reach your goals.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.