Our Wealth Management Process

As a client of the Vaughn/Dyer Wealth Management Group, you will be guided through a disciplined wealth management process that begins by understanding your life goals, risk tolerance, liquidity needs, tax liability, and financial responsibilities. We then work in close collaboration with you to create an investment strategy unique to your objectives, from current income generation, we can provide access to lending through Wells Fargo affiliates, working to maximizing potential for growth.

We analyze a wide range of asset classes, and we believe true diversification requires managing for cash flows across and within asset classes in various market environments – not simply allocating according to a grid.

Your asset allocation will be based on long-term expectations established for each asset class by our team of investment professionals. If necessary, we can review and tactically adjust your portfolio in response to emerging opportunities and risks, and in order to reflect our insights about trends and themes relevant to you.

Our team coordinates its efforts with your other professional advisors – such as your attorney, accountant, and tax professional – to help enhance your wealth plan by delivering integrated service to ensure your comprehensive investment plan is cohesive.

Wells Fargo Advisors is not a legal or tax advisor.
The Vaughn/Dyer 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 (AL, CA, CO, DE, FL, GA, IA, IL, IN, KS, LA, MD, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, 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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