Our Investment Management Approach

We believe successful client relationships begin with listening. Our personalized approach focuses on learning about the things you value most, helping you clarify your highest priority goals, and designing an investment plan to fit your unique needs.

As CFP^® professionals, our investment management team helps analyze every aspect of our clients’ financial lives – including assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies – and execute approved plans designed to help achieve well-defined objectives. This also encompasses benchmarking progress toward reaching financial goals and making necessary adjustments to our recommendations.

A core tenet of our approach is to build personalized portfolios structured to help provide sufficient growth and income to allow you to continue to fund the retirement level you desire. We implement strategies with the goal of providing diverse sources of income that can potentially grow continuing to meet your financial needs throughout your lifetime.

All of our recommendations are coordinated with other professional advisors – such as your attorney, accountant and estate planning professionals – before being implemented.

^{Wells Fargo Advisors Financial Network and SC3F Wealth Management Group are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action.}