Wealth Management Approach
The King Ravella Private Wealth Management Group is comprised of experienced advisors with unique skills sets, which when combined, empower our team to help ensure our clients achieve their goals. As a team, we offer the expertise and depth of experience of a Private Wealth Financial Advisor, who is supported by a Senior Institutional Consultant, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Financial Consultant, and two Client Associates.
We plan for and address the complexities of wealth management by drawing from vast resources, both within Wells Fargo Advisors and through Wells Fargo affiliates. Additionally, our team collaborates with our clients’ other professionals to help guide the implementation of a fully integrated plan.
Investment Planning Process
The foundation for a long-term, trusted relationship between advisors and clients starts at the very beginning of the relationship. Led by a CERTIFIED FINANCIAL PLANNER™ professional, our team’s Envision® process is a good first step on your wealth management journey.
Wells Fargo Advisors’ Envision
process is a tried-and-true method used to identify, define, and achieve your goals. Combining goals-based advice with sophisticated statistical modeling, this unique process creates an effective, easy-to-understand method for you to prioritize and achieve important life goals.
Ask us about what your Envision
process could look like, or click here
to learn more.
* 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. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.
** Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.