Our Process

Comprehensive Planning and Strategies

Our disciplined wealth management process starts with listening, understanding and learning about your past, current and future aspirations. The steps are designed to help you achieve your financial goals that will be applied on a comprehensive basis. It includes:
  • Establishing and identifying our advisor-client relationship
  • Identifying your highest priority investment goals and gathering data
  • Analyzing every aspect of your current financial situation – including assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies
  • Creating and presenting a comprehensive independent and objective investment plan based on your goals, risk tolerance, and investment time horizon
  • Implementing the approved plan and providing appropriate counsel as goals and landscapes change
  • Meeting to review changes in your circumstances, and adjusting your investment strategy as necessary to keep you on track to reach your goals
We coordinate our efforts with your other professional advisors – such as your attorney and tax professional – to enhance your wealth plan by delivering integrated service that is fully aligned with the many different facets of your financial life.

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 (AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, MS, NC, NH, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA). 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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