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A Plan (and Process) Made for Your Goals

Each client — and each dollar — under our care experiences the same meticulous process that we have carefully refined over decades. Here is the step-by-step method we follow to deliver what we believe to be a rarified level of service.

Step 1:
Understanding Your Past and Present.

Everything we do starts with listening. To begin, we’ll meet virtually or in-person to understand the hopes, goals and fears you have about your wealth. You’ll also learn about our approach to risk-based wealth management and understand if we're a good fit to work together along your financial journey.

Step 2:
Exploring Your Financial Situation.

We’ll ask you to participate in a few more in-depth conversations to learn about your wealth’s strengths, weaknesses and opportunities. Topics such as assets, liabilities, family dynamics and others will be discussed to gain a full understanding of your circumstances.

Step 3:
Building Your Plan.

We will thoughtfully incorporate your insights and feedback into our process to help design strategic solutions that reflect your ambitions, aspirations and evolving needs:

  • Investing
  • Retirement
  • Estate planning strategies
  • Tax Strategies
  • Education Funding
  • Insurance
  • Gifting or philanthropy

Wells Fargo Advisors Financial Network does not provide legal or tax advice. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

As appropriate, our practice will also coordinate with additional resources such as your accountants, attorneys or other professionals to deliver a comprehensive investment strategy.

Step 4:
Review and Refine.

We will review your account and assets to provide proactive suggestions when needed. Additionally, you will receive monthly statements and quarterly reviews, when applicable, with a snapshot of your portfolio’s performance. You are also welcome to reach out anytime for any reason with questions, updates or concerns.

Your Wealth, Considered From Every Angle

There is more to wealth than your current net worth. Sustaining wealth for multiple generations requires:

  • Reducing your tax obligations
  • Protecting against accidents, illness or lawsuits
  • Leaving as much as possible behind, discretely and expediently

This is why your investments will be cared for comprehensively. Our philosophy strives to give you the best chances for a successful outcome while accounting for forces beyond the market or your control.

Read a Client Case Study

Our wealth professionals welcome the opportunity to understand how we can be your partner in your wealth journey.

We would love the opportunity to help transform the long-term outlook of your financial legacy.

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By clicking the ‘TALK WITH US’ button, you agree to be contacted by 114 Private Wealth and consent to be called, texted or emailed back at the phone and/or email provided.

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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, 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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