Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
The advantages of working with us
As your Financial Advisors, we can:
- Provide advice and guidance to help you focus on your short- and long-term financial goal
- Help you create a plan geared to your goals and circumstances
- Help you focus on and manage other important aspects of your financial life
The benefits of our goals-based planning process
Our Envision® planning process is refreshingly realistic and innovative. Our approach includes:
- An exploration of your unique goals and dreams
- An investment plan built to support your needs and goals
- The ability to review your plan to help to keep you on track
- Flexibility to update your plan to reflect life or market changes
- Easy-to-follow reports and updates
A company you can rely on
Wells Fargo Advisors Financial Network is the choice for premier financial advisors seeking independence. For 20 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company, has offered flexibility, combined with the strength of the Wells Fargo brand and platform, to create an environment that allows advisors to serve their clients with a purposeful and intimate approach. As of March 1, 2021, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,442+ owners and advisors in 503+ practices administering over $168 billion in client assets.