WEBVTT

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Hi. I'm Kevin Warren.

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Thanks so much for investing
a few minutes of your time with me.

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I hope once you learn a little
about my background,

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and approach to wealth management,
you'll want to start a conversation,

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maybe even share your story
and financial goals with me.

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I'm a native Washingtonian from Ellensburg
in the heart of the state.

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I grew up not having a lot,

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so I've always been drawn
to creating wealth whenever possible.

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My first investment was a comic book
collection

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I started with chore money when I was ten.

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I collected so many

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I created an organizational system
to track their value.

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It taught me the importance
of saving and investing

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what you earn.
And I still feel that thrill of investing

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and creating wealth for my clients today.

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Here's what I've discovered

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with my 25 years of experience
as a private wealth financial advisor.

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We're all seeking financial freedom
to realize purpose and enjoyment of life.

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Financial freedom is different
for everyone.

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You may want to know

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exactly when you can retire
and how much you can spend once there.

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You might want to smoothly

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transfer family business
or leave a legacy for the next generation.

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Some want to minimize the state
and income taxes

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or concentrate on philanthropic giving,
but most would gladly say

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financial freedom includes knowing
their nest egg is in the right hands.

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So they don't need to worry
about fluctuating financial markets.

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I can provide the professional guidance
to help you achieve your vision

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of financial freedom.

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I'm really a teacher at heart, who sees

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every conversation is a learning
experience to understand your priorities

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and how you want your money
to work for you.

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This empowers me to develop

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a customized investment
strategy and wealth management plan

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so you can make informed decisions to help
achieve the financial freedom you want.

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With your permission, I'll collaborate
with your estate planning lawyer and CPA.

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Creating a coordinated, tax

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efficient investment
plan is crucial for your state goals.

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Together
we will develop a customized communication

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plan that includes quarterly meetings
our first year.

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This builds mutual trust and traction.

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You will also have 24/7 access
to your financial progress

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through our robust digital platforms,
where you'll find helpful

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information on important financial topics.

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So why should you work with me?

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Wells Fargo Advisors has designated
me as a private wealth financial advisor.

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Only a select few in our organization
achieve this title.

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Wells Fargo

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Advisors recognizes I am best equipped
to work with a select group of clients

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with complex
and demanding wealth management needs.

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Most of my clients have between two
and $10 million entrusted with me

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and some more.

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The important point to remember
there are challenges

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and opportunities that need
to be addressed in this wealth space.

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And my experiences and resources ensure
I can build relationships.

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Lastly, one of the main reasons
I've been with Wells Fargo Advisors

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for over 25 years is my confidence
in our specialists and resources to build

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a team that can support your experience
and achieve your goals.

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If you want to learn more,
keep reading my site

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and when you're ready to talk,
please reach out by email or phone.

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I look forward to helping you find
and enjoy financial freedom.

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Thank you.