Creating Your Wealth Plan

Through a process of discovery and discussion, we will work with you to articulate your aims for your wealth. Together, we will examine your current and future liabilities, income sources and cash flow needs, and then consider factors that might influence your overall strategy, including tolerance for risk, tax concerns, liquidity needs and time horizon. Through careful analysis, our team will look for potential gaps that may exist between you and your goals and develop strategies to help smooth the path.

Working from our understanding of your needs and objectives, we will propose a wealth plan that contains specific strategies designed to help meet those goals. Our advice may encompass issues such as retirement planning, business continuation, tax minimization potential and wealth transfer. You will also receive an asset allocation strategy designed to provide diversification for your portfolio.

After discussing and refining your strategy, we will work closely with you to bring the elements to life. Should we decide together that outside money managers are appropriate for you, our group will draw on in-depth research and analysis from Wells Fargo’s Global Manager Research team to help you prudently select managers from the hundreds of investment management firms available to you. If you prefer to invest in individual securities, we can help identify specific stocks, bonds and other securities that may be appropriate for your portfolio. Whatever approach we decide on, we will help you keep your strategy on track.

We view communication as the foundation of our successful collaboration with you. We will make every effort to keep abreast of your changing financial needs and provide viable strategies to help you meet them. This means reviewing your portfolio together at your request. When your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.