As a discovery-based practice, we specialize in investment planning and management for individuals and their families. Our team assists multi-generational families in accumulating, preserving, and distributing wealth. This focus, along with the intimate knowledge of our clients’ unique circumstances, are what differentiate us from our competition.
At Tennyson Wealth Management Group of Wells Fargo Advisors, we put nearly 100 years of collective industry experience to work in optimizing your financial interests and provide you with unbiased professional advice.
You can trust we will consistently and responsibly perform all requested services. In addition to this, we will:
- Put your best interests first
- Treat you with respect, honesty, and dignity
- Strive to acquire a complete and accurate understanding of your financial picture
- Explain the implications of the strategies we propose
- As needed, we will reach out to you to conduct a review of your plan and portfolio
- Update you by telephone, mail and/or email and conduct, at minimum, annual reviews of your plan
Effective communication and mutual respect are essential, so we expect you to:
- Provide us with the information we need to develop and maintain your investment plan
- Participate in the investment planning process
- Respond to our correspondence
- Give us an honest opinion of our services
- Introduce our services to others, as we only accept new clients on a referral basis