What You Can Expect from Us

Once we understand your critical financial events, goals, and objectives, we will examine your current financial situation and background. We will introduce you to the Envision^® Planning Process, which allows us to compile formal investment recommendations and helps us determine which strategy will meet your needs. You can trust that we will responsibly perform all requested services, and we will:

Treat you with respect, honesty and dignity
Act as your advisor, putting your interests first
Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk 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

What We Can Expect from You

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, and therefore we expect you to be fully engaged in the investment planning process.

Additionally, effective communication and mutual respect are essential to a successful relationship, so we also expect trust, honesty and full disclosure, respect, responsiveness to requests, sincerity, and a commitment to our process.

Fully Invested in You

Le Saito Tanaka Private Wealth Group of Wells Fargo Advisors is an investment advisory team in Pasadena with over 90 combined years of experience. We utilize each team member’s strengths, creating synergy to make sure every client is well taken care of to meet their unique needs.

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.