PROVIDING YOU WITH PEACE



Our custom planning process ensures we create a personalized investment strategy that’s aligned with your goals and desired outcomes. Ultimately, our process aims to provide you with PEACE:
Plan
Our planning-based process is designed to help you identify and define your life’s goals.
 
eMoney
The eMoney plan is intended to help build your investment strategy around your goals and make adjustments along the way. 
Align
We work together to measure your progress and communicate with you to help you stay on track.
Collaborate
Our team leverages our experience and network to meet your needs, both seen and unseen. 
Execute
Based on your goals, concerns, risk tolerance, and financial circumstances, we will implement an investment designed to help you achieve your goals. 
Polcar-Schmittel Wealth Management Group of Wells Fargo Advisors

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, FL, IL, KY, MA, MD, MI, NC, NJ, NM, NV, OH, OR, PA, SC, TN, TX, VA). 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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