Risk Managed Investment Philosophy

To achieve your financial goals, you have seen that planning, execution and follow through are essential to success. Our philosophy for financial management is centered on these same principles and provides a sound approach for decision making through varied market cycles to help preserve and grow your assets now and to the future.

Cornerstones of our investment philosophy include:

  • Creating a detailed understanding of your unique situation
  • Managing your investments to meet your need, not a market benchmark
  • Structuring your portfolio with a focus on controlling volatility
  • Planning your wealth to sustain your standard of living throughout retirement

With this foundation in place, we implement and track your investment plan using our proprietary Wells Fargo Advisors Envision® planning process.

Envision is designed to help monitor progress toward your goals, adapt to changing conditions, and manage investment risk. Learn More 

Salon Magura Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, MA, MD, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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