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Our Process

The Gerry-Judge Financial Consulting Group of Wells Fargo Advisors utilizes a three-step approach to help our clients achieve their financial goals:

Financial Advisor going over paperwork with client


Planning

First, we start with a comprehensive wealth plan that explores and incorporates our clients’ personal dreams and goals, as well as their concerns.

Financial Advisor meeting with clients


Investments

Once the plan is in place, we determine the appropriate investment strategy and construct a portfolio designed to support our client's plan, while taking on the least amount of risk necessary.

Family at dock


Service

Finally, a customized service plan is developed to ensure we discuss progress and other critical issues such as estate planning strategies, cash flow needs, business and legacy planning strategies, liability management, charitable giving, education planning, and any top-of-mind questions.

Through clear communications, including regular portfolio reviews, we help our clients to worry less and live life more.

Let's have a conversation.