Philosophy Matters

We Focus On What’s Really Important to You

Philosophy

Financial success is not always about earning a substantial income, having a significant net worth, or achieving a set monetary goal. It is about having the ability to achieve the goals and interests that are important to you and your family.

At the Virtuent Wealth Management Group of Wells Fargo Advisors, our primary goal is to help you find financial success. First, we’ll help you define what that means to you. Next, we’ll share our total wealth management approach, so you can move into the future with confidence.

 
 
 
 

Getting to know you

The first step is getting to know you. We want to know who you are, what your life, family, and financial goals are, and why they’re important to you. Fit is very important to us. We take a hands on approach and expect our clients to be engaged in their financial relationship. If we’re a good fit for you, and you’re a good fit for us, then we will welcome you into our practice.

 
 
 
 

Planning and investing

Once we do, we can get to work, prioritizing your goals, understanding your risk tolerance and building a robust plan through our Envision® planning process. When it comes to asset allocation and investing, we believe that a combination of fundamental, quantitative, and technical research, in tandem with a disciplined investment approach, provides advantages for our clients.

 
 
 
 

Communicating and educating

Investing often evokes emotion. Experience has taught us that communicating during periods of sharp market fluctuations is critical and can help clients stay focused on their long-term objectives. After all, it is often media “noise” that derails investors and not facts.

We also believe that clients should understand the various types of risks associated with investing, as well as market history, investor psychology, and the reasons we invest the way we do.

 
 
 
 

Being accountable

We take our responsibility to clients very seriously, and are always accountable to them.