At HIRT | JULIAN | BLACK Financial Consulting Group of Wells Fargo Advisors our mission is to help build, manage, preserve and transition generational-wealth for a select group of individuals, families, and successful business owners.
Our team takes a comprehensive approach to wealth management consisting of: investments, liability management (including insurance and other asset protection strategies), trust and estate investment planning services.*
The process begins by listening to our clients. We do our best to understand their current situation, past experiences, risk tolerance, and investment goals and objectives for the future. With this information we study, test, analyze, and model - various investment solutions and strategies.
We explain our recommendations in plain English - doing our best to answer two of the most common concerns of wealthy investors: “Will I make it?” and “Do I have any financial blind spots?”
With our client’s permission; we implement our recommendations in an independent, objective, unbiased, cost-effective manner. Then we monitor and evaluate progress to help ensure objectives are being met.
We bring over 70 years of combined investment experience along with a commitment to ongoing professional development. We’re part of Wells Fargo Advisors – a financial institution that stands for strength and stability and where culture counts. A culture of relationships and teamwork, innovation and technology, community support and corporate responsibility.
Every day we do our job with commitment, passion and energy. We look forward to the opportunity of working with you.
*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates, as well as, HIRT | JULIAN | BLACK Financial Consulting Group of Wells Fargo Advisors do not provide legal or tax advice. Any estate plan needs to be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by non-affiliated Insurance Companies. Not available in all states.
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.