Wealth Management Process

At the Investment Consulting Group, we utilize a 4-step process that allows us to evaluate your personal, family and business goals so we can determine your appropriate level of security and risk tolerance.
Discovery

Step 1. Discovery

We begin our planning process with a discovery meeting. We listen. And by listening, we learn the answers to the critical questions you may face about cash flow, cost of living per year and current savings. Equipped with this information, we begin to help you structure an approach designed to achieve your life goals.
Analyze

Step 2. Analyzing Your Situation

Each family is unique. Saving for college, retirement goals, required income and personal situations will dictate a timeline and financial horizon. Most importantly, investing for retirement is very different from investing during retirement. Investment Consulting Group prepares an analysis and recommendations for all holdings that will impact your plan.
Plan

Step 3. The Plan

After in-depth analysis, we create a comprehensive plan designed to pave the way for you to succeed financially. Our attention to detail provides direction and discipline. We believe the ability to deliver innovative planning empowers you, supports goals and promotes mutual trust. Goals are prioritized and consideration is given to balancing ideal goals with potential outcomes.
Deliver

Step 4. Delivering Your Plan

We meet with you to review recommendations that are designed to help enable you to live the life you are planning. All steps necessary to implement your plan are reviewed, and then final adjustments are made to the customized plan.
Investment Consulting Group

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 (AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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