Our Process

Our wealth management process starts with a no-obligation conversation where we learn more about your preferences, concerns, and what your needs are. We explain in detail our planning and investment management approach along with how we are compensated.

If, after our meeting, there is a connection and we both feel that we might be a good fit moving forward, we will take you through a series of meetings that include gathering all relevant financial information, and a deeper conversation about what is most important to you.

Our process and capabilities are geared towards ongoing engagement. With advisory services, we offer fixed percentage cost investment and planning solutions, but we also have the flexibility to protect the integrity of your existing portfolio if necessary. We use technology that looks at your goals, investment allocation, and cash flows over time. We’re always mindful of taxes and overall effectiveness to maximize your financial future. We will strive to continue to earn your business.
Wells Fargo Advisors Financial Network and Campbell Morrison Wealth Management are not legal or tax advisors.

Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.

Contact Us

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.