What You Can Expect as Our Client
Clients come first. We believe every client deserves to understand our service offerings and how we work together to help you meet your financial goals.
Our approach to advice and guidance
When you work with one of our Financial Advisors or team of Financial Advisors, we build an enduring relationship together, based on trust and client-first, objective advice. The foundation of this partnership is collaboration – making sure your Financial Advisor understands who you are, where you are now, and what you want to achieve. Important elements of helping you succeed financially include:
Creating and maintaining your investment profile
Throughout the duration of your relationship with your Financial Advisor, we like to see all household plans and accounts with up-to-date profiles outlining your investment objective, including risk tolerance and goals. This will help your Financial Advisor view and manage your portfolio over time, relative to your goals and investing personality.
When your investments are consistent with your investment profile and financial goals, it helps ensure a smoother road to your financial success. Meeting with your Financial Advisor regularly can help keep your investments aligned over time as your profile, investments, and goals change.
We believe it’s a good idea to meet with your Financial Advisor at least annually to confirm your investment objective and risk tolerance, identify any changes that may have occurred with your financial situation and investment profile, and ultimately, to help make sure you’re staying on track. Client reviews can be a productive and collaborative time for you and your advisor to discuss your goals, your investments’ performance, and the way you work together.
Clear, direct communication–your way
Working with a Financial Advisor looks different for each individual, but we’ll work together the way you want–in person, by phone, via email, or a combination that suits your needs.
A planning-centric approach
We believe the best way to get where you want to go is to have a plan. Some plans can be simple and others can be extremely complex, depending on the variables in your full financial picture. Your Financial Advisor has a comprehensive array of tools, resources, and solutions to help execute on your plan, whether it includes market investing, wealth accumulation, saving for college, principal drawdown, tax-efficient investing, insurance, estate planning, or health care aspects—whatever is important to you.
In-house research, expertise, portfolio, and analytic services
Our strategists and analysts provide viewpoints on current market conditions, create regular publications to help investors build their financial acumen, and offer periodic client education calls. In support of your financial professional, Wells Fargo Investment Institute is a resource for information and strategies to build a plan designed to help you succeed financially.
Most investment firms decentralize their approaches to portfolio management and work with outside asset management partners instead of dedicated in-house services. We offer proprietary portfolio and analytic services and continue to build and deepen these services.