Wealth Management Process

Our premier wealth management process centers on two principles: individualization and organization. Every person’s financial situation is unique, complex, and evolving. That’s why we aim to help relieve people of the burden of financial stress and work alongside them to accomplish their goals.
Individualized FOR You

Our process begins with a discovery, in which we uncover the needs, wants, fears, and concerns of each client and their families. We use the information we gather to prepare an individualized financial strategy for every client, which we update as needed based on our client’s evolving financial situation.
Organized FOR Us

This wealth management process allows us to help clients gain a clearer picture of their financial situation. Organization helps clients better understand their situation and our strategy to help them reach their goals. It also helps if we are working with internal Wells Fargo & Company colleagues or other financial professionals outside the firm so that everyone is on the same page.

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 (AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI). 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.

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