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Our Process

What You can Expect from Us

We believe process brings objectivity to a subjective world.

Introductory Meeting

  • In-person, phone or online: time for us to learn about each other.
  • Identify your goals, values, dreams, special concerns/challenges.

Determine Fit

  • Shortly after our introductory meeting, we each determine if we want take the next steps.
  • If yes, move forward with detailed data gathering.

Discovery

  • In-depth conversation to understand your current circumstances, values and goals.
  • Identify financial priorities. Retirement, income, saving and spending.
  • Review current statements and discuss risk tolerance, time horizon and liquidity needs.
  • Begin your tailored wealth management process.

Strategy Recommendations

  • Review proposed investment strategy and initial plan.
  • Upon agreement, open new accounts and transfer in assets.
  • Implement investment strategy.

New Client Welcome

  • Review first statements.
  • Confirm online account access.
  • Communication preferences
  • Address any additional questions.

Manage Comprehensive Wealth Plan

  • Examine full-balance sheet
  • Tax-efficiency planning
  • Trust and estate planning strategies
  • Risk and legacy management
  • Comprehensive investment solutions
  • Special Needs and Elder Care planning
  • Business succession strategies
  • Philanthropy discussion

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, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.


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