Connecting your money to what is important in your life.
“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.”
–Rick Burrows, Managing Director - Investments
Our comprehensive planning process is designed to build confidence in your financial future that enables you to pursue your life’s passions and achieve your vision of the future. Using our sophisticated planning software, we can provide you with an in-depth planning experience that helps create a roadmap to help achieve your goals.
We believe our team approach makes a real difference in our client’s 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.
Step 1 – Starting the conversation
It starts by Collaborating with you. We get to know you and your family, so we can better understand your life beyond your financial needs. We help you crystalize your vision of the future and define what you want your assets to do.
Step 2 – Learning about your situation
The next step is for us to consider your financial situation and analyze the details you have provided, including reviewing your assets, liabilities, and other financial information so we can get a clear understanding of where you in your financial journey.Step 3 – Creating your plan
Next, we employ our planning software to help create your strategic asset allocation and investment strategy. We'll also create coordinated wealth management strategies to consider your life and retirement goals, assets, liabilities, cash-flow requirements, levels of acceptable investment risk and asset allocation strategies. Because your wealth management plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors. When you have reviewed your plan and are ready to proceed, we will complete the paperwork, account applications, asset titling and asset transfers to enable us to implement your plan.Step 4 - Dealing with change
Our personal approach, timely communication and high level of client service means we are here for you and can talk through any necessary adjustments to your strategy.We believe our team approach makes a real difference in our client’s 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.