Wealth Management

Personalized Process

These 5 rules guide our investment decisions:

Comprehensive Discovery
Comprehensive discovery

Maintain Objectivity
Maintain objectivity

Manage Risk
Manage risk

Tax Smart Investing
Tax-efficient investing

Costs Matter
Costs matter

These 4 steps guide our investment planning process:

  1. Discover
    • Understand your financial goals, obstacles and preferences
    • Identify your interests beyond investing
    • Open dialogues with your partners
  2. Strategize
    • Develop your personalized investment plan
    • Build your investment portfolio
    • Set your implementation and transition schedule
    • Work with you through briefings and reviews
  3. Implement
    • Send transfer forms and consolidate assets
    • Initiate the investment plan
    • Phase in the investment recommendations
    • Enroll in selected services
    • Review the forthcoming client statements
  4. Manage
    • Monitor progress according to plan
    • Adjust the plan and investments when needed
    • Inform you, your accountant and your attorney as directed
    • Help you navigate your options


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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

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.

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