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 goals: 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 thier 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.
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Reviewing the Investments

Once a client is paired with a 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.
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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.

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 (AR, AZ, CA, CO, FL, GA, IL, KS, LA, MA, MD, MI, MO, NC, NJ, NM, NV, OH, OK, PA, TN, TX, VA, WA). 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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