When you work with us, we build an enduring relationship together, based on trust and client-first, objective advice. The foundation of this partnership is collaboration – making sure your Financial Advisor understands who you are, where you are now, and what you want to achieve. Important elements of helping you succeed financially include:

Creating and maintaining your investment profile
Throughout the duration of your relationship with your Financial Advisor, we like to see all household plans and accounts with up-to-date profiles outlining your investment objectives, including risk tolerance and goals. This will help your Financial Advisor help you manage your portfolio over time, relative to your goals and investing personality.

Aligning investments
When your investments are consistent with your investment profile and financial goals, it helps ensure a smoother road toward your financial success. Meeting with your Financial Advisor regularly can help your portfolio stay aligned over time as your profile, investments, and goals change.

Client reviews
It’s a good idea to meet with your Financial Advisor at least annually to confirm your investment objective and risk tolerance, identify any changes that may have occurred with your financial situation and investment profile, and ultimately, to help determine whether you’re staying on track. Client reviews can be a productive and collaborative time for you and your advisor to discuss your goals, your investments’ performance, and the way you work together.

Working with a Financial Advisor looks different for each individual, but we’ll work together the way you want; either in person, by phone, via email, or a combination that suits your needs.

We believe the best way to get where you want to go is to have a plan. Some plans can be simple and others can be extremely complex, depending on the variables in your full financial picture. Your Financial Advisor has a comprehensive array of tools, resources, and strategies to help execute your plan, whether it includes investing, wealth accumulation, saving for college, principal drawdown, tax-efficient investing, insurance, estate planning strategies, or health care aspects—whatever is important to you.

Our strategists and analysts provide viewpoints on current market conditions, create regular publications to help investors build their financial acumen, and offer periodic client education calls. In support of your financial professional, Wells Fargo Investment Institute is a resource for information and strategies to build a plan designed to help you succeed financially.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.