We believe that one of the best investments you can make is hiring a financial advisor.
By helping our clients develop a plan and consistently make smart decisions across all aspects of their financial lives, we can add far more value than by trying to guess which stock might do best next year.
We believe that diversification, time, and patience are the pillars of a successful portfolio.
We maintain a long-term focus and don't make investment decisions based on today's headline.
We believe that taxes and fees matter. We use funds with low internal expenses. We harvest losses, realize gains strategically, and take full advantage of tax-preferred accounts.
We build customized, low cost, tax-efficient portfolios for the long run.
We take an evidence-based approach to investing. We believe that trying to time the market, or frequent trading trying to beat the market are costly strategies that rarely pay off.
*Wells Fargo Advisors is not a legal or tax advisor
