Philosophy
Our Approach
We value our clients and strive to deliver highly customized financial strategies with high touch service. Our team is available on our clients’ time, collaborating with accountants, attorneys, insurance experts, and other partners to ensure a comprehensive approach to helping achieve our clients’ goals.
Our team focuses on the issues that matter most to the clients we serve. We strive to understand the VISION you have for you and your family and the COMMITMENT you have made to live in accordance with your vision. Likewise, we understand the specific GOALS you wish to achieve along the way. We then work together to execute the appropriate STRATEGIES,TACTICS, and TOOLS to help you get there.
Working with The Showalter McCormick Financial Group
The Showalter McCormick Financial Group provides holistic, personalized advice to affluent individuals, families, and their estates. We collaborate with corporate executives, family offices, entrepreneurs, and leaders in their respective industries to develop and execute appropriate strategies to help them achieve their goals and maintain their financial growth.
Process
Our Collaboration with Wells Fargo
While we are pleased to benefit from the vast resources of a large financial services institution, we believe Wells Fargo Advisors works for our clients, and it is our responsibility to deliver the best products and services the firm has to offer.
After working as a team across several firms, we came to choose Wells Fargo because of the Wells Fargo Investment Institute. We believe that the depth of Wells Fargo’s investment research provides us with the best insight to thus provide our clients with the most informed investment advice. Additionally, we find the Wells Fargo’s Investment Institute’s ability to collaborate with various investment strategists on tactical outlooks to be critical in providing the best advisory services possible.
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is the leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 37 on Fortune’s 2021 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at wellsfargo.com | X (formerly Twitter): @WellsFargo