Our Investment Philosophy
We believe that in order to achieve long term financial success, it’s not enough to pursue diversification in your investment portfolio. Each portfolio must have a defined purpose, whether it is focused on income, growth, or controlling downside volatility. Our team specializes in creating strategies for wealth and generating secure income streams. We provide individualized strategies based on each client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. Clients who work with us can expect a high level of service and attention to their specific objectives. We meet with clients on a regular basis to ensure that their wealth management plan is aligned with their personal circumstances and financial goals.
We believe that the best relationships are built on trust. We have earned our clients’ trust and respect by our integrity, exceptional customer service, and performance. We always put the needs of our clients first, and strive to find a customized solution for each individual and their unique needs. Our team is passionate about what we do and the lives we impact. As a work family, we share the same core values and an environment that fosters enthusiasm and fun. We invite you to experience for yourself why our clients have chosen Wiessner, Winters & Schwab Financial Strategies Group of Wells Fargo Advisors as their preferred choice for investing and investment planning.