Failing to plan… is planning to fail. Can you really afford that?

 

Integrated Wealth Plans

Mary and her team design your wealth management plan specifically for you. Focusing on your unique objectives and goals, the team employs a collaborative process to translate your vision for the future into an investment plan.

The wealth management process includes:

  • Mary believes it is important to track your “personal CPI”  track the increase in cost of your personal circumstances. The best way is review of your budget. Email Mary to receive a budget worksheet

  • Having a series of thoughtful conversations to get to know you and your family

  • Reviewing your financial situation and personal circumstances Click for Net Worth Planning Tool

  • Using the Wells Fargo Advisors Envision® planning process to help you understand how our recommended plan incorporates your important financial and lifestyle goals  Learn More

  • Incorporating investment planning, estate and legacy planning strategies, insurance planning, tax efficient strategies, stock option strategies, benefit package review and business transition planning Click for additional planning resources

  • Coordinating with your personal accountant, attorney and other professional advisors to incorporate all aspects of your wealth

The result is a comprehensive, balanced plan that addresses your short and longer-term goals and objectives.

 


Your personal wealth management team includes your existing professional advisors and specialist at Wells Fargo Advisors.


 

 

 

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.