Keys to A Successful Relationship

What you can expect from us
You can trust we will work with you to establish a plan uniquely designed to help meet your financial goals. We will:
  • Treat you with respect, honesty & dignity
  • Act as your advisor, putting your interests first
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
  • Provide you with educational opportunities that position you to make informed decisions
  • Explain the implications of the strategies we propose
  • Provide ongoing communication
  • Be prompt and prepared for our meetings
  • Respect your confidential information

What we can expect from you
Effective communication and mutual respect are essential to a successful working relationship. Although we will do the heavy lifting, we need your active participation in order for you to realize the full value of working with us. We ask for:
  • Full engagement in the investment planning process
  • Honesty and full disclosure, as they are essential to our being able to offer sound investment advice
  • Commitment to our process
  • Focus on your long-term goals
  • Investment in your own wealth education

Mutual responsibilities
Together, we can build an effective long-term relationship in which we make your investment strategies a priority. We ask for your mutual commitment to:
  • Review your investment plan and be prompt and prepared for those meetings
  • Keep each other informed of any new developments that might affect the strategies we have in place in support of your plan

Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.