Our Philosophy


Our Firm

A heritage of client service Wells Fargo Advisors is one of the nation’s premier financial services firms. Represented by more than 14,000 Financial Advisors in 5,000 U.S. locations, it was born out of Wells Fargo & Company’s 2009 acquisition of Wachovia Corporation.*

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Asset Allocation

Investment Philosophy Statement

Our investment process is designed to (1) provide a clear line of communication between us, (2) determine how to accommodate your unique requirements and (3) manage your funds.

Starting Point Prior to structuring your portfolio, two things need to be determined. First, your investment objectives and second, an appropriate level of risk you are comfortable with. This information is prepared and reviewed with you at least annually as your objectives or risk tolerance change, or at any time you deem necessary.

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Critical Wealth Planning Needs

At Wells Fargo Advisors, we are committed to providing you with informed perspectives to help you meet your needs and challenges. As your trusted advisor, we begin with a deep understanding of your financial priorities and then assist you with the appropriate financial products to help achieve your financial goals. Together, we can explore your needs as we work to help you build, manage, preserve, and transfer your wealth.


Keys to a Successful Relationship

We provide comprehensive investment planning. If we develop a successful working relationship, we will work together to help achieve your goals.








 

 

 

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 (AR, AZ, CA, CO, CT, FL, HI, IL, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA). 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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