Our Approach

As financial advisors, it is our commitment to develop our relationship and play a key role in helping you achieve your personal and financial goals. Our process works with you to understand your unique situation.

Process
Our team’s unique multi-step planning-based approach provides an easy and effective way for us to identify your highest priority goals and develop a customized investment strategy designed to provide you with the wealth you need to live the lifestyle you envision.

Discovery Meeting
Our relationships begin with an in-depth conversation about your background, your family, your goals, your current financial situation, and what you hope to accomplish in the future with your wealth.

Comprehensive Analysis and Strategy Creation
 Learning about your big picture finances enables us to prepare a comprehensive analysis of your investment portfolio. Additionally, we prepare an Envision® Plan to track your goals and develop an investment strategy tactically aligned to your objectives.

Strategy Implementation
We will prepare a clearly defined step-by-step action plan to implement your agreed upon strategy and will coordinate all necessary resources to bring your plan to life. As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

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, FL, GA, KS, MA, MD, NC, NV, NY, OH, OR, TN, TX, VA, VT). 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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