When our clients speak, we listen...
By taking the time to understand your unique values and priorities, we feel that we are better equipped to help you realize your vision and the legacy you wish to leave behind.
At the outset of each new relationship, we begin a process that involves a thorough understanding of the client's needs and goals. This is the basis for developing an investment strategy and wealth management plan. We create, execute and meet to review your plan, evaluating progress toward retirement goals, philanthropic legacies, or wealth-transfer strategies intended to minimize tax implications
Our approach is designed to help ensure you have a plan that keeps pace with changes in the market and changes in your life. It involves four key steps:
Gaining a clear understanding of your life goals is the first step. We will spend the necessary time getting to know you, your interests, preferences and values. Once these are defined and your goals understood, we can start developing your plan.
Understanding your Goals
We will work with you to create a customized plan built on a strategy that incorporates your needs, time horizon, and risk tolerance.
Developing a Plan
Throughout your relationship, we will communicate with you to assess your progress. This evaluation helps ensure that your needs and expectations are being met. Recommendations and allocations are adjusted over time to address your evolving goals and changes in the markets.
* Wells Fargo Advisors Financial Network and Moran & Company do not render legal or tax advice