Our Process

We follow a structured, client-focused approach to create personalized financial strategies.

Discovery

Understanding your goals, values, and financial circumstances through in-depth conversations.

Analysis

Evaluating your current financial situation, identifying strengths, challenges, and opportunities.

Strategy Development

Crafting a comprehensive plan tailored to your objectives, including investments, retirement, tax, and estate planning strategies.

Implementation

Putting your plan into action with a disciplined approach and clear steps.

Reviewing and Adjusting

Continuously tracking progress, adapting strategies to changing circumstances, and keeping you informed every step of the way.

Working Together for Your Success

Our team collaborates closely with your selected tax and legal advisors1 to ensure seamless integration and alignment with their overall strategies.

Expanding Your Team with Specialized Expertise

Drawing on the decades of shared experience of our core team, we believe the complexities of some client’s needs extend beyond the scope of any single advisor. For the most complex needs, we leverage a dedicated team of highly trained Wells Fargo specialists to deliver tailored strategies for the most intricate challenges.

Our goal is to provide clarity, confidence, and a roadmap to achieve your financial aspirations.

Ready to Connect? We are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.

1 Wells Fargo Advisors does not provide tax or legal advice.
The Oates Tuggle Wealth Management 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 (CA, CO, CT, DC, FL, GA, IA, IL, MA, ME, MN, NC, NJ, OH, SC, TX, VA, WA, WI). 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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