Our process is managed, disciplined, and goal-oriented. We track performance and monitor progress versus our clients’ investment goals. We help clients establish their investment policy, determine appropriate asset allocation, perform investment due-diligence, and execute our clients’ investment decisions.
Although our team is backed by the resources of one of the nation’s largest brokerage firms, we will always provide our services in a family office-like atmosphere, having our entire team work closely with each of our clients. Our advice will always be independent, objective, unbiased, and client-focused.
- Comprehensive Investment Planning
- It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies we use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
- Estate Planning
- We can work with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
- Advisory Programs
- If you’re not an active stock trader, you’ll likely choose an advisory program consisting of a professionally selected platform of investments. With advisory programs, a quarterly fee — assessed in advance and based on the assets in your account — replaces traditional commissions. Fee-based programs are not designed for excessively traded or inactive accounts. You may review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. During periods of lower trading activity, costs for commissions could be lower relative to advisory program fees.