A Goal-Oriented Planning Process

Our structured process gives you a detailed assessment of your current financial situation and a customized plan designed to help you achieve your goals. As we build our relationship going forward, we provide continued guidance across all aspects of your financial life and help you adapt to your changing circumstances and objectives.

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  • Understand your financial goals, challenges and preferences
  • Gather financial statements
  • Open dialogues with your accountant and attorney, if appropriate

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  • Introduce and explain the planning process
  • Develop a personalized investment plan
  • Design an investment portfolio
  • Create a schedule for ongoing meetings

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  • Gather personal information to open accounts
  • Establish accounts
  • Invest portfolio according to agreed-upon plan
  • Establish website access
  • Review forthcoming client statements

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  • Evaluate your progress according to the plan
  • Adjust the plan and investments as needed
  • Inform you, your accountant and your attorney of notable developments
  • Help you navigate timely investment and tax-related opportunities

Our Core Investment Beliefs

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Romans Fisher Wealth Management Group of Wells Fargo Advisors

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 (AZ, CA, CO, CT, FL, HI, ID, IL, IN, MD, NC, NV, NY, OH, OR, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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