Our Investment Approach
As with everything in our practice we start by listening to our clients. We take the goals and dreams shared during these meetings and carefully construct a cohesive investment plan to help our clients navigate from where they are today to where they want to be in the future.
To help with this process we generally start by working through three main investment objectives: Total Return, Yield Focused, and Tax Efficient investments.
To help with this process we generally start by working through three main investment objectives: Total Return, Yield Focused, and Tax Efficient investments.
Total Return Investments
This type of investing focuses on long term growth. Can be generally seen in someone who is investing for a retirement that is 10 or more years in the future.
Yield Focused Investments
This type of investing is focused on creating a current stream of income. This can generally be seen by investors who are retired or are needing to rely on their investments for income.
Tax Efficient Investments
These are tax efficient investments targeted to lower potential tax exposure. Generally this type of investment is owned by someone trying to lower their current tax burden, or avoid moving up in tax brackets.
Wells Fargo Advisors does not provide tax or legal advice.
Wells Fargo Advisors does not provide tax or legal advice.
Unique Access
As part of the Wells Fargo Advisors network, we have access to a diverse range of investment solutions, such as alternative investments and direct indexing for qualified investors, allowing us to construct client portfolios that align with their specific financial goals.
Reviewing the Investments
Once a client is paired with an advisory portfolio based on their objectives and risk level, our real work starts. We meet to review the client's portfolio to ensure their needs and goals are algined with their objectives and risk tolerance.
Working Together
While no investment is perfect, and investing carries with it inherent risk, we strive to work alongside our clients in order to deliver the best investment experience possible. Through scheduled reviews, we work together towards the client's ultimate goals.