Establishing a Successful Relationship
As a client of the Stutzmann-Moore Wealth Management Group of Wells Fargo Advisors, you have taken a step in the direction of planning for your financial future. We believe each of our clients benefits from our deep understanding of what clients want and need. We appreciate your personal beliefs and values.
By working together, our goals-based process helps us to develop a structured plan designed around what is important to you. You can trust that we always seek to understand what is most important in your life. The relationship with the people we serve matters and is the center point of our engagement.
As a Stutzmann-Moore Wealth Management Group client, your interests will be put first and you will always be treated with respect, honesty, and dignity. We will strive to acquire a complete and accurate understanding of your goals, your life situation, your tolerance for investment risk and your time horizon.
Additionally, you will grow accustomed to our team:
- Being dedicated in our efforts
- Responsibly performing all requested services
- Engaging with you in interactive dialogue, as our style of communication is one of “candor without malice”
- Being available when you need us
- Explaining the implications of the strategies we propose
- Updating you in person, by email, mail, and/or phone
- Updating your plan with you