Our clients are medium to high net-worth families including business owners, executives, and retirees. We are interested in long-term relationships, not individual transactions. We design detailed financial strategies for our clients, taking into account their investment needs, their ability or willingness to assume risk, their time horizon, their current and potential future tax liabilities, and any other considerations that might impact their investment decisions.
We begin by listening to your concerns and goals. After gathering information at this initial meeting, we prepare a plan which allows us to determine where you are now, where you want to be in the future, and then develop a plan to help you get there. We endeavor to accomplish all of this through the use of the Wells Fargo Advisors Envision® process.
The process does not end there as we establish a meeting schedule with you to update and review your plan to help make sure that you stay on track. You should expect to meet with us regularly and we encourage you to remain active in the Envision® process.
Our Investment Strategy
We believe any well laid plan of action cannot be effective unless a disciplined investment strategy is employed to implement the plan. In our practice we adhere to a rigorous investment strategy explained below:
• We are conservative ~ Striving to help preserve our clients' capital is our primary concern.
• We use asset allocation as a guideline for our investment decisions.*
• We combine our own experiences with the resources of Wells Fargo Advisors and third-party research firms for our recommendations.
*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.