We have found that providing advice and services under a comprehensive wealth management plan is often far beyond the capacity of any one professional advisor. It requires a well-coordinated, collaborative effort by a team of professionals from the legal, insurance, investment, estate, business, and tax disciplines.
Leveraging a team approach to serving clients
Our experience has shown the myriad ways to manage significant wealth can exceed the knowledge base of one financial advisor.
That’s why we embrace the value of a team approach to address every client’s unique challenges and opportunities.
We plan for and address the complexities of wealth management by drawing on vast resources within Wells Fargo Advisors as well as providing clients access to specialists within Wells Fargo Bank.
Additionally, we collaborate with our clients’ other professionals to help guide the implementation of a fully integrated plan.
We believe that successful client relationships start with transparency. We prefer to have open, frank conversations with you during which we can learn about your financial and legacy goals, all of which help us understand your full life picture. We then help prioritize your needs, develop a plan, and adjust accordingly over time.
As your life goals change with time, we will make necessary adjustments with you to your plan. Our team understands that your personalized investment plan is a living, breathing document which requires revisions as your life evolves. We will never take a “set it and forget it” approach.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LL, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.
An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar to investments that do not operate under a social policy. Risks associated with investing in ESG-related strategies an also include a lack of consistency in approach and a lack of transparency in manager methodologies. A socially responsible investing style may shift in and out of favor.