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We’re not the typical investment firm.

Planning with Ruda Sullivan Investment Group of Wells Fargo Advisors

Our mission is to empower humans to make financial decisions, big or small, simple or complex, that can make a real and lasting impact on their lives and for future generations.

Instead of looking for a particular dollar amount as a retirement target, our approach to financial advice starts with your life goals. With integrity, experience, and a client-centric approach, we guide our clients through the complexities of wealth planning and investment management. We strive to build long-lasting relationships based on trust and transparency. By leveraging our planning experience, we can provide solutions that sync your financial objectives with your personal aspirations and values throughout many moments of life.

Once we have helped you explore your goals, we’ll create an investment plan together that allows you to pursue your dreams with confidence.

Our innovative LifeSync® experience provides a path toward the future you envision.

Our process is flexible, so we can easily review and update your plan if your goals or circumstances change. The LifeSync® experience pulls together the people, tools, and guidance to help you make decisions, including:

  • Your advisor from Ruda Sullivan Investment Group of Wells Fargo Advisors to help you understand where you are now and where you are headed, and to create a plan to guide you every step of the way
  • High-end technology and tools to make it easy for you to plan for the future and stay connected to your information and your advisor
  • Access to Wells Fargo specialists for focused guidance on specific strategies and solutions

So much more than an investment plan

Money has meaning. We don’t make it, spend it, save it, invest it, or give it away simply for the sake of doing so. We do these things because life is a long series of moments, and we need our money to do different jobs at each one of them. Managing your wealth isn’t about maximizing your money. It’s about maximizing its impact. Your life is unique. Tailored to you and your specific needs, your advisor will pull together the resources, tools, and solutions to help you make the right decisions at just the right moments.

Your life. Your money. In sync.

LifeSync®

Ruda Sullivan Investment Group of Wells Fargo Advisors uses LifeSync® to create a personal path for every individual, helping you make more informed financial decisions that more closely align with your aspirations. Whether you’re just starting out on your journey, comfortably on the way, or ensuring things are in place for the next generation, LifeSync® helps sync your values and financial priorities, answering the questions you need answered and providing the clarity you need to help make the right decisions - at the right moments.

Pursue a dream or a vision

Our life planning tools helps us work as a team with you to:
  • Explore your life goals
  • Plan your investments around benchmarks that hold real meaning to you
  • Track your progress toward achieving them
Best of all, it helps us access the resources you need to:
  • Decide on an appropriate investment strategy
  • Monitor your progress
  • Re-sync or rethink your approach whenever necessary
  • Put a process behind your plans

When you work with one of our Financial Advisors, the conversation starts by exploring your big-picture plans and dreams. You and your advisor will prioritize your goals for the future and map out a financial course to help you achieve them. Your plan can take into account:

  • Life goals
  • Education goals
  • Assets
  • Liabilities
  • Cash-flow requirements
  • Retirement planning needs
  • Levels of acceptable investment risk
  • Asset allocation objectives

Setting and prioritizing goals

Because our process is flexible, you can “test-drive” goals to find out how they’ll play out within your plan.

Putting your plan in motion

Once you’ve penciled in your goals, we can work together on a plan (including an asset allocation) that supports your objectives. We can “stress test” your investment portfolio through statistical modeling when you modify a goal. As you go forward, our LifeSync® tool makes it easy to keep track of your progress and realign your investment plan when necessary.

Life events might call for adjustments to your plan:
  • Marriage or divorce
  • Birth or death
  • Increasing medical costs
  • Helping a child or grandchild afford higher education
  • Caring for an elderly parent
  • Starting a new or second career
  • Inheriting money or other assets

It’s about you and your path forward

At Ruda Williams Investment Group of Wells Fargo Advisors, we have a deep respect for planning. Our commitment to helping you plan effectively, invest wisely, and map a realistic course to your future is evident in our ability and commitment to pivot with your individual needs.

Next steps

Your values, your goals, and your money should work together to achieve the life you want. The LifeSync® experience can help you build a plan to set you on track now and for the future. Are you ready to put a plan and process behind your investment portfolio? Let’s connect.