Our investment planning is based on three core processes: retirement and income planning, portfolio construction and oversight, and providing clients with the highest level of professional and personal services.
Our primary objective is to listen and understand what’s important to you and use a disciplined process to deliver a sound investment plan in helping you achieve your financial goals. The investment and retirement planning process continues as we evaluate and adjust your plan as material changes occur in the markets, tax laws, and regulations, and as changes inevitably occur in your life. We engineer sustainable strategies and make recommendations to you in plain English absent of any technical jargon. In addition, our advice is customized to each client in an independent, objective, and unbiased manner that places your interests first, and always mindful of controlling costs and expenses. To provide additional value for our clients, we work with your team of financial professionals – including attorneys, accountants, and tax professionals – to maintain continuity across your investment plan.
We have always been confounded by financial advisors that recommend a transaction or a product without understanding the full financial situation of each client. It’s like a doctor writing a prescription for a patient without doing a workup. In the world of investing, people tend to focus on the what, when, and how much to buy rather than on the why. As an investor, the first question to ask yourself is: Why am I investing? We believe that starting with the “Why” provides clarity on your personal financial goals, allowing us to create a plan to give you a strong chance of achieving them. We start with the plan (the why), deploy a strategic and individualized investment process (the how), which inevitably lead us to the what.


Wells Fargo Advisors 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.