Graft, Blake, & Kien Private Wealth Management Group of Wells Fargo Advisors

Our planning process

Our process is built on our commitment to helping you plan effectively, invest wisely, and map a realistic course for your future. Whether your concerns center on an investment strategy to get you where you want to be, selling a business, leaving a legacy, or planning for future generations – you can rely on us to help you develop the right solutions for you.


There are five key steps to our process:

Understand

When you work with us, the conversation starts by exploring your big-picture plans and goals. We will help you prioritize your goals for the future and map out a financial course to help you achieve them.

Plan

“Investment planning” can sometimes seem like cookie-cutter investment mixes and generalizations. We work together to explore your personal goals so we can customize our planning approach to your specific situation while planning your investments around benchmarks that hold real meaning for you.

Propose

We recommend a plan (including an asset allocation) that supports your objectives and that aims to help enhance your money’s impact.

Implement

Once we agree on executing your plan, we utilize our network of resources and our knowledge to help keep you on track toward the future you’re planning.

Revisit

We believe in forming plans with flexibility in mind, so we can easily review and update your plan once your goals or circumstances change.

Our team approach

Your relationship with our team is built on a full understanding of your financial needs and objectives. As we work with you to create a fully integrated and personalized investment plan, we will draw on our extensive pool of knowledge and insight gained from decades of experience working with a broad range of wealth management needs.

When you have a concern or question, you’ll receive the timely attention and high level of service our clients have come to expect. On any given day, no matter who you speak with, every team member is well-informed and well-versed on your specific situation and needs.

We value our clients and strive to deliver highly customized financial strategies with high-touch service. Our team is available on our clients’ time, not the other way around. We collaborate with accountants, attorneys, insurance experts, and other partners to ensure a comprehensive approach to helping achieve client goals. 

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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 (AZ, CA, CO, DC, DE, FL, ID, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA). 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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