Our Investment Process
A well-designed investment plan should not only reflect your long-term goals and a comfortable level of risk, but it should also serve as the foundation of our long-term relationship. We believe that before you make an investment decision, it’s important that we understand your current financial position as well as your investment expectations and future obligations. Backed by the resources of Wells Fargo Advisors, we can analyze your financial situation and recommend potential ways that we may be able to improve it. Together, we’ll follow a four-step process to develop your customized investment plan:
Step 1: Understanding your goals
We will spend the necessary time getting to know you, your priorities, preferences, and values.
Step 2: Create a strategy
By incorporating your investment objectives, we will create a sound strategy built around your time horizon, risk tolerance and income needs.
Step 3: Implementing investment strategies
After reviewing your custom-tailored plans, we will implement your customized strategies and coordinate with your other professional advisors as needed.
Step 4: Evaluating investments and progress
We can meet to review and make adjustments to your portfolio as necessary to ensure your needs and expectations are being met.
Some services offered:
- Investment planning
- Estate planning strategies
- Business succession planning
- Planning for retirement and retirement income
- Tax efficient investment strategies
- Asset analysis
- Life insurance and other risk management strategies
- Access to lending services through Wells Fargo affiliates
- Overall strategy coordination with your legal and tax advisors