5 Steps to Wealth Management


1. Collect Financial Documentation

Discuss financial circumstances, investment objectives, needs and risk tolerance

2. Comprehensive Investment Planning Process


Analysis of your current asset allocation. Initiate the “Envision®” process, a planning tool

3. Portfolio Recommendation


Review the Hanley | Jaggie | Barry Wealth Management Group customized recommendations

4. Implementation & Comprehensive Portfolio Strategies


Initiate the personalized plan and investment strategy

5. Review with Client


Portfolio, performance, and objective reviews with client

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

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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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