How We Work With You

Our Wealth Management Process is a Collaborative Endeavor.

One of us will be your “go-to” partner.
To provide you with consistent focus and attention, one of us will serve as your primary relationship manager who will leverage the combined expertise of our team to deliver a customized wealth management solution for you and your family.

Just as we ask questions of ourselves, we ask you:

  • What keeps you up at night?  How can we reduce volatility and improve your outlook?
  • What do you want for your family in the near term and in the future?  How do we help create a legacy or provide for a special needs child?
  • Can you retire in five (or ten) years?  Can we take advantage of a defined benefit plan to bolster retirement savings?
  • Have you reviewed your estate plan?  Are you implementing timely strategies to reduce the size of your taxable estate?

Working hard to earn your trust.

We want to learn about you. We like to meet you in person and identify your priorities. There are no short-cuts to understanding your personal circumstances and objectives. The time we spend with you is vital to the success of our relationship. 

We want to help prepare you to live confidently. We want to understand your investment experiences, assets, liabilities, spending needs, income tax situation and risk tolerance. We will ask about your family, your aspirations, priorities and concerns. And that’s just the start.

Our Evaluation and Analysis. We will carefully analyze your current portfolio, financial situation, multi-generational family needs and estate planning strategies and make recommendations in those areas based on your risk tolerance, time horizon and family objectives. Most importantly, by utilizing our Envision® process, we prepare a forward looking plan for your financial success.

We collaborate with you. Our goal is that you fully understand what we propose and why. We will carefully explain our strategies and your customized plan so we are working together to accomplish your goals. We will also agree on next steps including collaborating with your attorney, accountant or other advisors to maximize the effectiveness of your plan.

We monitor your progress while preparing for the future. Upon executing your plan, we continuously look at your progress toward your goals and dreams. We will be prepared to make changes as your needs change, tax laws are revised, time passes or life takes an unexpected turn.

 


Preserving Wealth Requires Diligence and Focus.
We Utilize The Envision® Process.

We have found that the true measure of wealth management success is when financial decisions continue to reflect each client’s goals at different life stages and asset levels. That’s why we employ Wells Fargo Advisors’ Envision process. This flexible, easy-to-understand process brings objectivity and real-world meaning to your dreams and financial objectives, as they change over time.

By utilizing the Envision process, we identify, prioritize and address your professional and personal goals. And because your situation is unique, the Envision process begins with a frank discussion – with the intent of clarifying immediate circumstances, opportunities and long-term objectives.

The Envision process enables us to work with you on a frequent basis – to continue aligning evolving objectives with new tactics. Investment strategies are customized for you, by combining goals-based planning with our sophisticated statistical modeling. Our goal is to help you live the one life you have in the best way possible, without undue compromise, risk or stress.

The Envision process allows you – and us – to continually monitor financial progress throughout your life, so at any time, we can answer your question: “How am I doing?”

 

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.