Core Beliefs

We believe too many financial services firms and their financial advisors fail to meet their client’s expectations. Why? Firms and advisors fail to invest even the minimum time necessary to understand their clients’ goals and aspirations. In other words, they never learn what is most important to the client. We are not willing to let that happen.

By addressing these six key wealth management questions, we endeavor to better understand our clients:

Is my money working in the most effective and efficient way possible?
Can I retire in the manner I want to?
Is my family protected in the event of my death or disability?
Have my liability issues been addressed sufficiently?
How much will it cost to send my children/grandchildren to college?
Do I have a wealth transfer strategy in place?

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 (AZ, CA, CO, CT, DC, FL, IA, IL, MA, MI, MN, MO, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA). 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.

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