Our Client Experience

We will honor our relationship with you. When you work with Ranch Investment Consulting Group, you have someone who takes the time to listen, understand your needs, and help you clarify your goals.

We will be fully invested in your success. As your Financial Advisor we will help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and regular feedback on your progress.

We will be with you every step of the way. Your needs and goals will change over time. That’s why, as your Financial Advisors, we will be there to provide ongoing guidance – along with the exceptional service you deserve.
Introductions and Discovery Meeting

In our initial meeting, you will meet our team members and learn about our philosophy and service. We will discuss your financial circumstances, investment objectives, needs, and risk tolerance, and then work to collect the proper financial documentation from you.
Analysis and Review

In our next meeting, we’ll present you with a draft of your plan, which includes an analysis of your current asset allocation. We'll then review the Envision® plan, which goes beyond simply choosing an investment strategy and hoping for the best. Envision is a life planning tool that helps you and our team:

  • Explore your life goals
  • Plan your investments around benchmarks that hold real meaning for you
  • Track your progress toward them
Portfolio and Investment Recommendations

During our third meeting, we will review our customized recommendations. We will compare your current asset allocation to our strategic recommended asset allocation, providing rationale for proposed changes. If you decide to work with our team – and you agree with our recommendations – we will implement those as soon as possible. If you prefer to seek a second opinion elsewhere, the plan and recommendations are yours to keep.
Ranch Investment Consulting 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 (AZ, CA, CO, FL, IL, KS, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI, WY). 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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