The Piedmont Wealth Management Group of Wells Fargo Advisors philosophy is total client engagement. We believe that it is in our client’s best interest for us to understand all parts of their financial well-being. We want to make sure that we know not only about our client’s assets, liabilities, and risks, but also about their family and family legacy, occupational goals, and recreational aspirations.
We never lose sight of what matters most to our client as it relates to their family. We work with our clients to ensure that their loved ones are taken care of.
We never lose sight of what matters most to our clients as it relates to occupational goals. Many times our clients have a set retirement date to plan towards, whiles others just want a "work optional" lifestyle.
We never lose sight of what matters most to our clients as it relates to recreational aspirations. Everyone has a bucket list, and we take pride in helping our clients achieve those goals.
Our Investment discipline isn’t easy. In spite of best intentions and claims to the contrary, many investors chase performance, react emotionally to market noise, and generally incur far more trading costs than would be the case with more disciplined approach. Even when there is a long-term plan in place, if it’s not followed, the plan has value. Over the years we have had success and gained our clients trust by following a disciplined investment strategy.
Our disciplined investment strategy includes:
1. Each client’s goals and objectives
2. Designing a prudent asset allocation based on this philosophy
3. Sustaining the asset allocation through market volatility
4. Not changing the asset allocation due to recent market activity
5. Maximizing tax efficiency in the investment portfolio
Over our 60 years, we have developed and refined a wealth management process. We have given this process a name, we call it the OAK process. OAK stands for Open Discussion, Assessment, and Knowledge and it is the cornerstone of every decisionwe make.
Our goal is to work with our clients to help them make smart financial decisions. In order to do so, we begin with understanding the individual, family, business, or endowment we are working with. The goal of the Open Discussion meeting is to obtain information regarding all aspects of the client’s financial well-being. We gather this information and put together a complete investment plan which we will use as the basis for our investment recommendations. Only when we fully understand the client’s goals and finances can we begin working on a plan, and subsequently provide appropriate investment recommendations.
We guide our clients through each step in our process and we set time aside to answer any questions. We believe that working with informed clients brings confidence in knowing their investments are working towards their goals.
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