Helping Clients Succeed Financially
Step 1. Introductory Meeting
We will begin to get to know each other and determine if there is a good fit. We learn about you and your personal situation and discuss your concerns and your goals for the future. We share information about our team and answer any of your questions.
Step 2. Understanding Your Financial Picture
We will begin gathering information and details of your current financial situation. We start with your life and plan your finances around it. Our comprehensive evaluation includes understanding your:
- Risk tolerance
- Dreams and priorities
- Retirement goals
- Estate investment planning needs
- Risk management and Insurance needs
Step 3. Recommending a Plan
Next, we present our recommendations. Combining Wells Fargo Advisors’ Envision planning technology with our planning expertise, we provide you with an assessment of your complete financial picture. We document your goals and monitor your progress toward reaching them.
Private Wealth Management
We take a personal approach to holistic wealth management, building plans and providing solutions tailored to an individual’s needs. The products and services we provide are simply a means to an end, and therefore we don’t take a “set it and forget it” approach. Investment planning is an ongoing process of preparing for and responding to critical financial events, which can be as diverse as retiring or receiving an inheritance. Our resources and experience help you to prepare for such events, so that you can achieve your financial and lifestyle goals.
Retirement Planning
IRAs and Distribution Options
Roth IRAs and Conversions
Business Retirement Plans
Investment Products
Stocks and Bonds
Mutual Funds
Exchange-Traded Funds
Certificates of Deposit
Annuities
Alternative Products
College 529 Savings Plans
Estate Planning Strategies
Charitable Giving Strategies
Access to Trust Services
Insurance Products
Life Insurance
Long-Term Care Insurance
Disability Insurance
Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $10,000 to $250,000.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.