If your life has a purpose, shouldn’t your wealth? That’s why our team builds every portfolio based on how you want to live — not how much you have.
5 Benefits Of Goals-Based Planning
1. Customized Strategies
2. Identifying Needs vs. Wants
3. Connecting Wealth With Family Values
4. Prioritizing Your Plan of Action
5. Aligning with Life’s Stages
We’ve Achieved Something Special So Your Family Can, Too
In addition to multiple industry designations, we also boast what few Wells Fargo financial advisors can: Private Investment Management (PIM®) credentials.
This allows us to:
- Be more “hands on” with your investments
- Customize and tailor your portfolio to a greater degree
- Adapt more rapidly to market conditions
- Provide more specific recommendations through extreme due diligence and asset selection
Only 10% of Wells Fargo Financial Advisors are PIM® certified
Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. They do not cover the ongoing fees and expenses of certain investments held in the account and customary brokerage charges may apply to non-program assets. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.
What You Should Expect
Every goal needs a plan. And every plan needs a process.
This is what you’ll experience so our team can help you feel the full effect of your wealth.
Finding Your Family’s Fit
We'll meet with you and ideally your entire family circle – spouse, children, and grandchildren – to understand your family's values and aspirations to promote deeper meaning for your wealth.
Assessing and Analyzing
If working together makes sense, we’ll research, plan and present how to help make your wealth last for generations.
Making Progress
Commonsense measurement shows how close you are to meeting your goals at any moment.
Revise and Revisit
Nothing about our team is “set and forget,” so we’ll keep a close eye on your portfolio’s performance and take initiative to course correct where appropriate.
Longevity and Long-Term Relationships
Each family is different, so we’ll develop a personalized communication schedule to discuss your plan and propose changes with the hope that you’ll call us if something on your end changes. (Or you just want to talk.)
