How We Build Your Plan

Our wealth management process hinges on successful collaboration with each other and with our clients. Our process is designed to establish and deepen relationships while implementing strong investment plans that is built on our team’s collective knowledge and wealth management experience. 

Through Wells Fargo’s LifeSync experience, clients can align their money with what they want to accomplish with the help of eMoney Advisor® planning tool. eMoney focuses on connecting your money to what is important in your life. This purpose-driven investment planning strategy allows you to make choices by thoughtfully looking at the big picture, instead of making changes based on short-term factors.
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McAfee Financial Consulting Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MD, ME, MI, MO, NC, NJ, NV, NY, OR, PA, RI, SC, TX, VA, VI, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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