Private Wealth Planning Process
Private Wealth Management is built on relationships. Through our ongoing dialogue with you, we provide a wide range of wealth management solutions customized for all of your complex financial needs. Our process is collaborative, engaging and continues as you move through all of life’s milestones.
Step 1. We Talk
We always start with you. We learn about you and your family, your needs, and your goals for the future. We ask about your objectives, risk tolerance, financial concerns and time horizon so we can develop a road map to help you achieve your goals.
Wealth Clarity Planning
** Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
* Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Step 1. We Talk 
We always start with you. We learn about you and your family, your needs, and your goals for the future. We ask about your objectives, risk tolerance, financial concerns and time horizon so we can develop a road map to help you achieve your goals.
Step 2. We Plan
Drawing on our years of knowledge, experience and the extensive resources available throughout Wells Fargo Advisors, we create a plan that addresses the 5 Cornerstones of Wealth Planning: Cash Flow, Debt Analysis, Investment Planning, Risk Management, and Legacy & Estate Planning strategies.Step 3. We Build
Once your financial foundation is in place, our work does not stop. We take a comprehensive view of your Wealth Clarity Plan and continue to build on your financial foundation. We recognize that wealth often results in added complexities for you and your family, that is why we have dedicated planning professionals on our team, in addition to our Financial Advisors, who continue to deliver customized solutions that meet your needs.Step 4. We Adjust
Life has a way of changing and often has unexpected twists and turns. Our personal approach, communication and high level of client service means we are here for you and can talk through any necessary adjustments to your strategy.Trusted advice to put your plan in place and keep you on track.
Wealth Clarity Planning
** Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
* Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
