Our Process

A Customized Approach to Wealth Management


We firmly believe a customized approach requires time and patience. In taking our time, we can fully understand your risk tolerance, time horizon and cash flow needs. AAA NS-Star-v2.png

As your financial guides, we help to map out a plan that works for you and your loved ones. Like any guide, as conditions change, we can meet to review and adjust the course based on each situation. Look around and we believe you will realize how truly different our customized approach is in today’s environment. 

“Financial fitness is not pipe dream or a state of mind. It’s a reality if you are willing to pursue it and embrace it.” ― Will Robinson

It’s About You

Our personalized process is designed to help bring clarity to your financial life. Right from the start, our team invests time to get to know you and your family.


Step 1

Getting to know you

During our initial meeting, our conversation will focus on you and any financial concerns you may have. We talk openly to uncover the details of your situation. We discuss your long-term and short-term objectives, priorities, and the investment strategies you already have in place.

Step 2

Creating your customized investment plan

Customized solutions are tailored to achieve your financial success. We recommend strategies that consider your life and retirement goals, assets, liabilities, cash-flow requirements, and levels of acceptable investment risk. We realize that no two clients are alike and there is no “one size fits all.” Because your strategies may cover different areas, we may also coordinate with your legal and tax professionals to design the best plan for you.

Step 3

Personalized client service

We are here for you as your financial guide. We help navigate your financial life and keep you on track with phone calls, in personal meetings and educational information to help you gain insights into issues that relate to your investment strategies.

"As your trusted advisor, we help you navigate your financial landscape, avoid obstacles and take advantage of the potential opportunities.”


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Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.