A Practical Approach
Your financial life has many dimensions
A robust strategy is about more than just choosing a mutual fund or two. That is why we seek to learn all we can about you and your family, and the financial goals you hope to pursue. We can provide valuable guidance to you in several areas:
- Retirement income planning service
- If you’d like us to run the Envision for you, fill out the Envision Questionnaire and send it to [email protected] .
- Insurance coverage
- College savings
- Risk management
- Tax-efficient strategies
We can also offer access to lending and banking services through Wells Fargo Advisors affiliates, including:
- Trust and estate planning services
- Charitable giving and gifting
In order to guide you in constructing one or more investment portfolios that are appropriate for you, we take into account your current investments, objectives, time horizon, current and future needs for liquidity, and sensitivity to risk. Our investment approach has four components:
Powerful Resources
Financial services that are broad and deep
We can offer you access to a wide variety of strategies and investment styles provided by hundreds of different investment managers both within Wells Fargo Advisors and beyond, in virtually every asset class.
"We can draw on the deep resources of Wells Fargo Advisors to help you
implement the investment strategies we recommend.
This allows us to leverage our time and
spend it where it counts most—with you."
- Bradley Newman
You can delegate to Bob Duncan and Brad Newman discretionary authority for your account, meaning they have discretion over certain investment decisions surrounding your investment strategy. Once they have confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, they will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting Bob and Brad authority allows our team to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to meet your goals.
To help you review and assess performance, Bob and Brad will review your portfolio with you and you will receive periodic communications including monthly statements, quarterly portfolio summary updates and annual performance reports.