The San Diego Legacy Group of Wells Fargo Advisors offers comprehensive wealth management to help you build, manage, preserve, and transition your wealth. The team taps our deep experience and knowledge, as well as Wells Fargo Advisors specialists and capabilities–spanning multiple financial interests and sectors–to craft a unique and powerful plan designed to align with your financial objectives.
The goal is to help you make informed financial decisions that have a real and lasting impact on your life.
Our process helps align your financial objectives with your personal aspirations to help create a unique path to the life you want to live. We start by asking questions about you and your family and your investment needs. We explain our approach and introduce you to our team. Then together, we decide if it makes sense to move forward and work together.
As we move forward, we 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 are in your financial journey.
Next, we design your personalized wealth plan using our robust planning tools.
We meet and discuss your choices, provide you with information and considerations, and outline strategies that works to integrate all of the pieces of your financial life into a thoughtful wealth plan.
From there, we finalize the plan and go to work putting it into motion, by implementing tailored investment strategies. These strategies help align your assets to the goals you want to fulfill.
Based on how often you’d like to meet, we will set up a schedule to review progress towards your goals and make any adjustments based on changes to your life or goals.