Our goals-based wealth management process focuses on you, your goals and your unique situation.
Our four-part wealth management process
As your relationship with The Private Bank deepens, you will see that our wealth management is a constant process, executed through four distinct stages.
At Wells Fargo, we believe that each of the four stages is critical in successfully delivering the wealth management solutions that you need:
- Understand. First we strive to understand you and your needs. As the process begins, we engage you in discovery discussions to learn as much as possible about you and your circumstances. We want to know your goals and aspirations – what’s most important to you, what drives you, what inspires you, and how we can help you fulfill your legacy.
- Analyze. When we’ve gathered this information from our discussions, we then systematically and comprehensively review this information and analyze each of your key financial areas.
- Advise. After we’ve performed a thorough analysis, we develop a clear and informed wealth management strategy and align appropriate solutions for you using our deep experience and resources. We will communicate this strategy to you in an understandable manner and solicit your feedback.
- Evolve. As conditions and circumstances change, we report on your progress and continue to revisit your wealth management strategy to make sure that it is still appropriate for you. We adapt as your goals and needs evolve.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Wells Fargo Bank, N.A. Member FDIC