I'm Ruth Transou, Private Wealth Financial Advisor and Managing Director, Investments
of Sabino, Private Wealth Management Group of Wells Fargo Advisors.
I'd like to introduce you to our comprehensive wealth planning process.
It starts by collaborating with you.
We get to know you and your family so that we can better understand your
life beyond your financial needs.
We help you crystallize your vision for the future and define what
you want your assets to do.
Then we build a strategic plan and help you achieve those goals.
Our process doesn't end there.
As your life and plan evolve, we continue to customize your strategies, tapping not
only our own insights and perspectives, but additional specialists within
the Wells Fargo affiliates.
We help address your needs through a suite of custom capabilities,
including access to investment opportunities and services that support
your complex wealth management goals.
Because your unique plan may cover many different areas and multiple generations
of family members, we may coordinate with your other professional advisors.
This team approach helps to support your unique wealth management needs.
As your life and plan evolve, we'll measure your progress to
help your plan stay on track.
We can adjust strategies as necessary to reflect changes in your personal
situation or the financial environment.
We believe our team approach makes a real difference in our clients' lives.
If your goals or circumstances change or the markets fluctuate, we are there to
update your plan and continue to review your progress along the way.
Contact us to learn make your life, not
just your investments, our priority.