Who We Are
At Settelen-Landschoot Financial Group of Wells Fargo Advisors, we pride ourselves on taking an extremely personal approach to helping our clients manage their wealth. With over 40 years of combined experience, we help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, we help our clients develop and implement strategies for building wealth and realizing their goals. Our mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for our clients.
Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:
- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
