Our Process
Investment Consulting Process
Family Financial Advisory
The goals of our investment consulting process are to help create and grow wealth, protect and preserve wealth, plan distributions of wealth during life in the most tax-advantaged way, and plan distribution of wealth after death in the most tax-advantaged way.1
The Griffin & Hines Investment Group of Wells Fargo Advisors offers a fee-based consulting business2, positioning clients' investment assets and providing strategies designed to help meet their lifetime investment goals. We accept new clients with a minimum account size of $500,000 by introduction only.
1. Review your current situation and resources
We begin by analyzing your current financial situation to identify your individual priorities and develop strategies designed to provide a clear picture of your preferred future. Using advanced technology, we address your full situation, including such issues as asset allocation, tax strategies and estate planning strategies.
2. Analyze your goals and objectives
Next we achieve a thorough understanding of your investment goals and establish a comfortable risk level for your portfolio by listening carefully to you and consulting with your other professional advisors when appropriate. Through an innovative investment planning process offered exclusively by Wells Fargo Advisors, your plan result allows us to analyze your financial situation and goals and present you with advice and guidance, including investment recommendations as well as the level of confidence that you have in achieving your goals.
3. Develop and conform your strategy
We can consult with you to review the details of your customized financial analysis, confirm our interpretation and explain our recommendations. With your agreement, we will execute the investment recommendations that have been customized to your needs.
4. Communication
We are committed to communicating with you, answering your financial questions and providing performance reporting and appropriate recommendations as appropriate.
5. Review your progress
We review portfolio performance, checking to ensure that your assets continue to be properly positioned in view of market movements. We review your financial situation and provide reallocation and rebalancing services as needed.
1 Wells Fargo Advisors is not a tax or legal advisor.
2 Fee based programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors.