Personalized Portfolios

We believe in building custom, tax-efficient, personalized portfolios designed to achieve your goals with prudent attention to risk management.  Your portfolio is designed to achieve your personal financial goals, providing the income and stability to maintain your lifestyle and grow your capital to meet the future with confidence. 


Portfolio Design

We take a comprehensive approach to developing investment plans considering each client’s unique circumstances.  Reserve liquidity, cash flow planning, event related goals, health issues, tax scenarios, philanthropic interests and legacy planning are all considerations in developing an overall plan. 

 

Diversification and Managing Risk

Diversification is critical in driving risk-adjusted performance.  We aim to balance risk and reward through diversifying asset classes, sectors, investment styles and maturities.

 

Investment Process

Our team meets weekly to discuss overall economic and market conditions and trends that could warrant tactical changes in client portfolios.  We also monitor and review the performance and attributions of strategies and individual securities.


Tax-Efficient Investment Strategies

The long-term impact of taxes can take a bite out of your savings.  Our tax-efficient strategies are designed to help you accumulate more capital and reduce the impact of taxes on your retirement income.


Adding Value

Our team is dedicated to ensuring that your needs are always our priority.  With a deep focus on you and your family, we work to have meaningful conversations and listen carefully.  Building an investment plan designed to help you pursue your life’s priorities and passions.

 

Wells Fargo Advisors is not a legal or tax advisor.
Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.
Menendez, Yoder & Hunt Retirement Group

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 (AK, AL, AZ, CA, CO, CT, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, 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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