Our wealth management process hinges on successful collaboration between our team and our clients. Our approach is designed to establish and deepen relationships while implementing strong investment plans built based on decades of wealth management experience. 

Beginning with a thorough Discovery meeting, our process places a heavy emphasis on investment planning (learn more about Envision® here) and eventually a catered investment recommendation designed to meet your unique goals and needs.

Our Process for Working with Clients

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A Client Management Formula 

We deliver comprehensive wealth management solutions aimed at helping clients achieve their goals. It’s about more than any one particular investment and solution. We look at each client’s unique needs and structure plans that address every facet of their financial life.

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Client Solutions

Our process and our formula are designed to allow us to structure plans that help our clients address their challenges and achieve their goals. Our plans tackle a wide range of client needs through a suite of solutions. 

  • Saving for and living in retirement 
  • Cash flow planning 
  • Risk management 
  • Business-owner or executive services
  • Family wealth management 
  • Investment planning 
  • Estate planning strategies 
  • Life insurance 
  • Company retirement plans 
  • Access to banking and lending through Wells Fargo affiliates 
  • Philanthropic and gift planning 
  • Legacy planning and wealth transfer 










Private Investment Management Program

The PIM program is a customized portfolio management program geared toward a client’s specific investment goals. The Private Investment Management (PIM) program is designed for investors who:

  • Want a customized investment program based on an active approach to asset allocation
  • Prefer a portfolio manager who can make investment decisions on their behalf
  • Are seeking long-term portfolio management through diversification while keeping underlying investment costs to a minimum
  • Seek the flexibility to build and maintain a portfolio using a diverse selection of investments
  • Value a high level of professional services and personal attention once available only to high-net-worth clients
  • Want a single wrap fee, based on assets under management, that covers advisory, execution, settlement, custodial and related expenses













By appointing experienced investment professionals to provide you with sound investment advice, manage your portfolio and rebalance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively monitoring your investments.

After allocating your investments, we continually manage your portfolio, monitor the markets and manage performance. As part of this process, we help ensure that your portfolio remains invested in financial instruments most suited to your current needs and objectives.



*The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $10,000 to $250,000.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
The Yarbrough 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 (CO, DC, FL, GA, IL, KY, MA, MI, NC, NJ, SC, TN, TX, VA). 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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