Our hands-on approach includes ongoing monitoring of the markets and global economic factors so as circumstances in the market change, we can quickly adapt your holdings to help manage risk.

Tactical investment planning continually studies the waters with a goal of identifying potential opportunities and avoiding obstacles. With experience in risk-management strategies designed to mitigate some risks, our team seeks to prudently guide you, with a goal of helping you ensure your wealth will last a lifetime and beyond.

Personalized investment guidance

Your investment portfolio is constructed with consideration for risk tolerance, time horizon, and other specific criteria.

 

Risk-managed investing

We employ a disciplined, risk managed investment philosophy that relies on extensive investment evaluation and security selection.

 

Ideas and opportunities

It is our goal to search for investments that benefit from value-creating themes. Fundamental and technical analysis* helps to identify what we believe are the best investment opportunities and shapes our bottom-up selection process.

 

Technical analysis

Based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends will be duplicated in the future.

 

Accountability

We stay accountable to you through regular investment reviews and direct access by telephone, in person, or via email.



Wells Fargo Advisors Financial Network is not a legal or tax advisor.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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