Our Process

Moving forward to help you succeed financially.

Once we have decided to work together, we use our 4-step process to provide you with the clarity, confidence and the structure to keep your plan up-to-date and in sync with your life.

1)  Listen and understand

At our initial meeting, we want to understand what’s important to you and what you have planned for your life. This exploration helps us clarify your specific goals.

2)  Stop and analyze

Our comprehensive analysis of your entire financial situation is based on a careful consideration of where you stand in each of the four areas of wealth integration:  investments, liability management, risk management and trust and estates. We use our unique Envision® planning process to then develop a customized plan based your individual financial priorities and life goals.

3)  Build and implement

Next, we formulate the investment strategy using our risk-adjusted asset management approach. Because your wealth plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors to coordinate your entire wealth plan.

4)  Meet to evaluate and adjust your portfolio

We work together to help you stay on track and meet your goals. If your goals or financial circumstances change, we update your Envision® plan to account for the changes and continue to meet to review your progress along the way.

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 (AL, CA, FL, GA, NC, SC). 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.

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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX