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Keys to a Successful Relationship

What can you anticipate from our team?

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Our commitment to your interests is the key to everything we do!

A successful relationship begins with the entire Pienkosz Financial Group of Wells Fargo Advisors dedicating ourselves to fulfilling our responsibilities with your goals as our top priority. By consistently putting your interests first, we strive to build a relationship based on trust, collaboration, and mutual success.


Help educate you about investment strategies and market developments relevant to your goals.

Review your investment plan and adopt recommendations as your needs evolve.

Encourage and welcome your questions, feedback, and concerns at any time.

Strive to gain a complete and accurate understanding of your goals.

Focus on investment time horizons specific to your financial objectives.

Seek to understand your tolerance in managing investment risk.

Develop a mutually agreed upon communication plan with you.

Explain the implications of any proposed investment strategy.

Help ensure our availability for personal consultation as needed.

Respect your confidentiality and your privacy.

Treat you with honesty, dignity, and respect.

Be prompt and prepared for our meetings.
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What should we expect from you?

The cornerstone of a successful collaboration lies in our team thoughtfully designing and implementing a personalized investment plan that identifies and addresses any financial gaps in your life. Our approach is grounded in delivering comprehensive advice based on the information you share, with the understanding that our guidance and investment recommendations are always made with your best interests - and those of your family - at heart.

Our goal is to have you fully engaged throughout the investment planning process, as honesty, mutual respect, and open communication are vital to achieving your objectives.

We aspire to earn your complete:

  • Trust

  • Respect

  • Honesty

  • Disclosure

  • Commitment

  • Responsiveness

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Mutual Responsibilities

We believe that open and effective communication is crucial for achieving successful planning outcomes and investment guidance, serving as the foundation for building an exceptional relationship together.

To support this, we mutually agree to:

  • Keep each other informed of any significant changes in your life — such as career moves, family events, or shifts in financial priorities — that could impact your investment plan.
  • Be prompt, responsive, and well-prepared for all our meetings and communications.
  • Agree to have timely meetings/calls to review, update, and refine your investment plan to help ensure it continues to help achieve your evolving needs.
  • Encourage open feedback from each other to continually enhance our relationship and the planning process.

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Contact Us

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.

Contact Us