This isn’t just about
building your wealth,
it’s about building your life.
Building trust one
conversation at a time.
We’ve found that finances don’t just affect numbers, they affect futures, dreams and relationships. Which is why our process has grown to take a holistic approach.
Before we talk numbers, let’s talk about you. When do you want to retire? What does your ideal life look like in 10 years? 40 years? We’ll also talk to the people closest to you. We find it’s good practice to include your spouse and make sure everyone’s on the same page. Don’t want any surprises.
Then because you’re so kind, you’ll ask us about ourselves. We’ll tell you about how we grew our advisory firm from scratch and what we learned along the way. We’ll talk about our dogs. Maybe baseball. And we’ll ease you into the investing world using everyday language, so that you don’t feel lost.
Once you have a good idea of what to expect, we’ll get into the details and want to assess your current standings. But not just your investments. We’ll do a thorough assessment of assets, liabilities, cash flow, tax planning, and more to make sure we don’t miss any opportunities to enhance your lifestyle.
Yes, the Discovery Meeting was filled with laughs and good times. But the custom plan is where the rubber meets the road. We’re about to talk reality and we’ll give it to you straight.
Every plan we create is tailored to each individual we speak with. Wherever you are in your financial journey, we will work to identify, strengthen, and add value to your life. Some plans will need more work than others, but we are ready to help our clients pursue their destination.
You can expect to see your goals reflected in your custom plan. And your next steps clearly defined. You will certainly have options, and now you’ll know what’s available to you.
Now you can let go of the worry. Let go of the stress. That’s for us to handle now.
If you decide to move forward with us, this won’t be the last you hear from us. Check ins and annual reviews are standard procedure in keeping you updated. We’re also known to be timely and advise on any changes as opportunities arise.
You go live your life. And we’ll be doing what we can to build and protect your future.
Support at every turn.
We’re climbing this mountain with you, one step at a time, side-by-side. Here’s what you can expect from the journey ahead.
Support at every turn.
We’re climbing this mountain with you, one step at a time, side-by-side. Here’s what you can expect from the journey ahead.
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1. Discovery Meeting
- What team do you root for and what are your life goals?
- This is a time to get to know each other, without numbers.
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2. Secondary Meeting
- Now you’ll bring in statements and important documents so that we can talk numbers.
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3. Get Personalized Plan
- Our time to present a customized, comprehensive plan built around you.
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4. New Client Welcome
- Confirm account and address any further questions.
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5. Live Life On Your Terms
- Once we’re working together, our hope is that you’re free to live without financial stress or worry.
- Enjoy fun events throughout the year with your advisory team.
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6. Annual Analysis and Reporting
- We’ll communicate any opportunities throughout the year.
- Expect a formal annual review.
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7. On Going Support
- Whenever you have a question, don’t hesitate to ask. We’re here for you.
- Anytime you’re making a decision that involves money, call us.
You did everything right, now what?
The people we work best with are people who are ready to start planning. Which means, our clients come to us because they know they need professionals in their corner - someone to delegate their financial management to. We happily step in to organize, assess and plan your next steps.
We also find that retirement is a big motivator for investment planning. We do that, too. No matter where you are in your journey, we want to help you get to your destination.
The Whole Team Is Focused On Your Success
Two CFPs, two Senior Client Associates, and one General Principal later, you’ve got over 100 years of combined experience working for you. We work with IRA specialists, Social Security specialists, Insurance specialists, and Lending resources. We work together to move you forward.
The Protection of Portico
Yes, we provide a boutique-style investment planning experience, but with the support of one of the largest names. We are part of the Wells Fargo Advisors Financial Network, which provides another layer of safety for your accounts.
We don’t use algorithms, we trust tried and true.
- We’ll make it easy to get started.
- We’ll make a plan that’s built for your goals.
- We’ll help you understand your options.
- Q: Why should you work with us?
Our approach is designed to make sure you’re well taken care of, know what’s happening with your account, and engaged throughout the year. We leverage a team approach, which means there’s always someone there to pick up the phone. And we plan regular check-ins to keep you informed on account progress and opportunities. But really, most people work with us because we get it. We’re normal people who are great at what we do - which is to make your life easier and give you peace of mind when it comes to your investments.
- Q: Do you only handle investments?
No. Since we are planning focused, we have to see the whole picture. We can’t start investing until we know who it’s for, what it’s for, and why we’re investing. Once we discuss those important fundamentals, we start with a plan and end with investment management.
- Q: Are you a fiduciary?
Yes, meaning that we act upon your best interests regarding advisory accounts. The investments we pick are chosen because we believe they will benefit you in the long run.
- Q: Who will be my main contact?
Once you begin working with us, you will have one main point of contact. But we’ll often meet with you as a team to provide the most comprehensive advice.
- Q: Where will my accounts be held?
Wells Fargo & Company is our custodial service provider. If you don’t know what that means, don’t worry, we can explain it to you in our discussions. But essentially, you can rest easy knowing that we utilize all the great, well-established resources of Wells Fargo affiliates.
- Q: How are you compensated?
In short, we succeed when clients succeed. We tie our growth to your growth by opting for fee-based platforms most of the time. We receive a portion of those fees as our compensation because we actively manage your positions, rebalance and align investments with your planning on an ongoing basis.
- Q: How do I access my account?
There’s a link in the top navigation bar, but if you missed that - here is the login portal:
Wells Fargo Login