Our Investment Process

The wealth management process should be driven by your goals and objectives. It should be collaborative with you, your trusted financial and legal professionals, and if desired, key stakeholders such as family members who will be impacted in the future. The process is ongoing and will reflect changes as they occur in your life. Given that our high net worth clients often have unique requirements and goals, we tailor our process to meet your personal needs and objectives.


WHAT WE DO
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UNDERSTAND

Meet to discover and learn about your individual needs and goals; conduct a comprehensive financial overview

ANALYZE

Analyze and define a strategic wealth management plan that reflects your goals using statistical modeling and a breadth of resources

ADVISE

Present and, based on your feedback, refine recommendations to the wealth management plan

EXECUTE

After receiving approval, implement the plan to optimize portfolio outcomes and manage risk; ongoing support of client requests

EVOLVE

Review and evaluate the plan to help ensure that you are on track to meet your goals through life changes and major events
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The Chase Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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