Please call (202) 861-4554 to schedule an introductory appointment. You may also email us at tennysonwealthmanagement@wfadvisors.com
Although it is not required, our clients typically bring the following items to their initial consultation:
- Investment account statements
- Retirement account statements: IRA, Roth IRA, 401(k), 403(b), 457 plan, etc.
- Banking statements: checking, savings, money market and CDs
- Insurance information: annuity, life, disability, long-term care
- Real estate information: fair market values and mortgage amounts/terms
- Estate planning documents: wills, powers of attorney, medical directives, trusts, etc.
- Two years of tax returns: personal and business, if applicable
You should bring the following items to your initial consultation:
- Most recent investment statement(s) and performance report(s)
- Investment Policy Statement
- Code of ethics/conflicts of interest policies and procedures
- Buy/sell agreement
- Key person insurance
- Comprehensive Financial Advice: We simply do not offer investment advice without first knowing your full situation. This helps ensure you are receiving advice that is appropriate for your circumstances, timeframe, risk tolerance, goals, and objectives.
- Multi-Generational Focus: We can assist you with and provide integrated solutions on any issue concerning or related to your family’s finances.
- Relevant Experience: Our team has nearly 100 years of collective experience in the financial services industry.
- Ethical Standards: We act in the best interest of our clients at all times.
- Specialty: We are not general practitioners; rather, we are comprehensive wealth managers.
We may use individual equities if they are appropriate for a client’s situation. We are not your traditional “stock pickers.” Instead, our philosophy is based upon long-term methodologies designed to help reduce risk and provide an enhanced level of return.
Depending upon your financial situation, goals, and objectives, alternative investments – including hedge funds, commodities, limited partnerships, and private REITs – may be utilized.*
Our compensation is broadly based on the two types of services we provide: investment advisory (percentage of assets held in your account) and brokerage (sales charge on each transaction). It is important to know the key differences between each option. Together, we will help you identify and determine your preference, based on your financial situation and investment goals.
Although a number of our clients reside in Washington, you do not need to reside in the area to become a client. In fact, we advise many families and organizations outside of Washington DC.
Yes, and many corporate executives we work with have benefited from services in this area, which often include stock option and concentrated equity position strategies, stock benefit analysis, and Rule 144 and 10b5-1 trading plans.
Yes, based on our conversations, your customized investment plan can be designed to include current or future college expenses.
Yes, members of our team are licensed agents and are able to assist you with your Life Insurance, Health Insurance, Long-Term Care (LTC), and Fixed or Variable Annuity needs.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten byunaffiliated insurance companies.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten byunaffiliated insurance companies.
Yes, as a Wells Fargo Advisors client, you have access to securities-based financing, residential mortgages, home equity financing, credit cards, and business financing through our Wells Fargo affiliates.**
Wells Fargo Advisors is not a legal or tax advisor. However, our advisors will be glad to work with you, your accountant, tax advisor, and/or lawyer to help you meet your financial goals.
Yes, and in addition to investment management and assistance with developing an Investment Policy Statement, we can assist your business, non-profit, or association with the implementation and administration of cash management accounts; endowments; planned giving programs; defined benefit plans; defined contribution plans; 401(k), 403(b), 457 deferred compensation, and profit sharing; or any other qualified plan that may be appropriate.
Tennyson Wealth Management Group of Wells Fargo Advisors
1700 K Street, NW
Suite 875
Washington, DC 20006
1700 K Street, NW
Suite 875
Washington, DC 20006
* Some alternative investments may be available to pre-qualified investors only. Hedging strategies and private investments may be speculative and involve a high degree of risk. Hedging strategies and private investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. There is no secondary market for the investor’s interest in hedging or private equity investment and none is expected to develop. There may be restrictions on transferring interests in a hedge fund or private equity investment. Exposure to the commodities markets may subject an investment to greater share price volatility than an investment in traditional equity or debt securities. The commodities markets are considered speculative, carry substantial risks, and have experienced periods of extreme volatility. Investing in a volatile and uncertain commodities market may cause a portfolio to rapidly increase or decrease in value which may result in greater share price volatility. There are special risks associated with an investment in real estate, including the possible illiquidity of the underlying properties, credit risk, interest rate fluctuations and the impact of varied economic conditions.
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** Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A. Residential Mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A Wells Fargo Bank, NA. NMSLR ID 399801. |