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. We offer fixed percentage cost investment and planning solutions with flexibility to protect the integrity of your existing portfolio, if necessary. The keystone of our process and philosophy is technology that delivers forward-looking, random market outcome modeling with stress tested investment allocations 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.