Our Process
1. Discovery Process
Learning about you, your family, and your complete financial picture enables us to formulate strategies and customize the relationship to your needs.
2. Strategy Formulation
Working with you and leveraging our resources, we develop a plan that spans multiple platforms & caters to your financial goals.
3. Custom Asset Allocation
With those financial goals in mind, we use sound investments coupled with our knowledge of financial markets to create a portfolio designed to work in today's ever-changing environment.
4. Implementation
Verifying that our recommendations meet your approval, we utilize Wells Fargo Advisors’ expansive investment platform and competitive pricing.
5. Monitoring & Assessment
We conduct reviews and employ comprehensive reporting to help ensure your strategy remains relevant to your goals and the market landscape.