Executing Your Plan

Your service team will include an advisor with the CERTIFIED FINANCIAL PLANNER™ certification as well as specialists in investment management, tax management and estate planning strategies to help ensure that all pieces of your plan are securely in place. We are happy to collaborate with your chosen attorney, accountant and other professionals as well.

Our investment decisions are guided by each client’s individual needs, but also by our belief in the benefits of a widely diversified, global portfolio of investments with an appropriate level of risk.

A person’s priorities, goals and needs change over time.  Children and grandchildren grow.  Businesses evolve, the economy swerves.  An ongoing relationship with an expert advisory team means we can respond rapidly to the new realities of your life and finances.

Wells Fargo Advisors Financial Network is not a tax or legal advisor