Our working relationship

At Inner Harbor Wealth Mangement Group, a strong advisor-client relationship is vital to our success together and serves as the foundation for building a plan that helps you reach your goals. In over 75 years of combined industry experience, our team has remained steadfast in our belief that quality client service begins with a trusted working relationship with you.


We will:
  • Treat you with respect, honesty, and dignity
  • Act as your advisor, putting your interest first 
  • Strive to acquire a complete and accurate understanding of your goals, your risk tolerance, and your time frame
  • Explain the implications of the strategies we propose
  • Update you by email, mail, and phone 
  • Be prompt and prepared for our meetings 
  • Meet with you to review your investment planning needs 
  • Respect your confidential information


Effective communication and mutual respect are essential to a successful relationship, so we expect: 
  • Trust
  • Respect
  • Sincerity
  • Honesty and full disclosure 
  • Responsiveness to requests 
  • Commitment to our process 

We expect you to understand that our recommendations are always based on your best interests. As our client, you need to know that all investment advice will be based on the information you provide to us. We expect you to be fully engaged in the investment planning process.

We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. 

We will agree to:
  • Keep each other informed of any new developments that might affect these strategies 
  • Meet to review your investment plan and be prompt and prepared for those meetings 
Together, we can build an effective, long-term working relationship.
Inner Harbor Wealth Management Group of Wells Fargo Advisors

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, CT, DC, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, PA, RI, SC, TN, 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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