Our Investment Process

A well-designed investment plan should not only reflect your long-term goals and a comfortable level of risk, but it should also serve as the foundation of our long-term relationship.  We believe that before you make an investment decision, it’s important that we understand your current financial position as well as your investment expectations and future obligations.  Backed by the resources of Wells Fargo Advisors, we can analyze your financial situation and recommend potential ways that we may be able to improve it.  Together, we’ll follow a four-step process to develop your customized investment plan:

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Step 1: Define Goals & Priorities

We will spend the necessary time getting to know you, your priorities, preferences, and values.

Step 2: Create a strategy

By incorporating your investment objectives, we will create a sound strategy built around your time horizon, risk tolerance and income needs.

Step 3: Implement Investments

After reviewing your custom-tailored plans, we will implement your customized strategies and coordinate with your other professional advisors as needed.

Step 4: Monitor Life-Cycle Changes & Investments

We regularly evaluate the performance of your investments to ensure your needs and expectations are being met, and we make adjustments when necessary.

Some services offered:

  • Investment planning
  • Estate investment and trust planning
  • Business succession planning
  • Planning for retirement and retirement income
  • Tax efficient investment strategies
  • Asset management – portfolio analysis and monitoring
  • Life insurance and other risk management strategies
  • Access to lending services through Wells Fargo affiliates
  • Overall strategy coordination with your legal and tax advisors
Wells Fargo Advisors is not a tax or legal advisor.  Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.  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.