Our Guiding Principles

No matter what the differences are from client to client, no matter what the industry trends may be, and no matter what is happening in the world, we operate under a set of PRINCIPLES that is the same for every client. These principles include straight-forward conversations, using understandable, low-cost investments, and putting our clients’ interests first – and they guide us every day in working with you.

What to Expect as a New Client

During your first months as a client of Insight Wealth Management Group of Wells Fargo Advisors, we will utilize a concise process to gain a better understanding of your goals for the future and then provide recommendations appropriate to your investment needs.

Step 1: In-Depth Conversations

By gaining a clearer understanding of where you are in life and where you want to go, we can often uncover the obstacles that stand in our way. Our team strives not only to help you overcome these challenges, but also thrive through them while making the most of new opportunities as well. This often entails:
  • Determining risk tolerance
  • Reviewing assets and liabilities
  • Setting mutual expectations

Step 2: Proposal Delivery

Once we know more about you and your ambitions, we're able to design an objective-centric plan. We'll also discuss with you the ways in which our suggestions will ultimately help you along your financial journey. This second step also includes:
  • Completing the discussion and making modifications to the plan
  • Approving the plan and signing required paperwork
  • Review expectations and next steps

Step 3: Getting Situated

As we begin implementing the investment strategy, we'll need to take care of a few housekeeping items, including the opening of new new accounts and the transfer of existing assets. We'll also work with you to make sure you're comfortable with online access and the login portals, as well as the way in which you'll receive your statements. Additionally, our team will assist you with:
  • Answering any and all questions
  • Confirm your priorities
  • Scheduling formal reviews

Step 4: The Road Ahead

Though we'll discuss with you how you've done and what has happened, we also want to always make sure we're looking ahead at what may be coming down the pike. By being better prepared for changes in your life and in the market, we can modify the investment strategy as needed. This also includes:
  • Presenting additional wealth management solutions
  • Reviewing plan results, investment objectives, and tactical adjustments
  • Scheduling additional meetings to review results and implement plan modifications as needed

Get in Touch

Don't hesitate to reach out to us today with questions or to request additional information from one of our team members.