Wealth Management Services with Steven N. Carlsen, Linda P. Elliott,

David M. Cross & Sathya Chey

Our mission is to assist our clients in achieving financial independence so they can pursue their life goals and interests. We combine custom wealth management solutions and service for affluent individuals and families.

Based on our comprehensive holistic planning approach, we help clients create wealth, preserve wealth, enjoy their retirement, and transfer wealth to future generations in a tax efficient manner. We cultivate relationships based on trust and a long-term perspective. Critical financial events can be as diverse as retiring, receiving an inheritance, or buying a new home. Our resources and experience help prepare clients for such events so they can achieve their financial and lifestyle goals.

 

Keys to a Successful Relationship: What You Can Expect

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us. We will:

Treat you with respect, honesty and dignity.

Act as your advisor, putting your interests first.

Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame.

Explain the implications of the strategies we propose.

Meet with you regularly to review your financial strategy and make adjustments as needed.

Update you regularly by phone, email or mail.

 

Keys to a Successful Relationship: What We Can Expect

Effective communication and mutual respect are essential to a successful relationship and we hope that you will treat us with the same honesty, respect, trust and commitment as we treat you. All investment, estate investment planning, liability management and insurance advice will be based on the information you provide to us and in order for us to be successful we expect you to participate enthusiastically in the process.

 

Keys to a Successful Relationship: Mutual Responsibilities

We believe working together is essential to effective investment planning and implementation. To this end, we both need to make your investment strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. We will agree to take the time to regularly review your financial strategy action plan. We will both be honest and forthcoming about your financial situation.

 

About Wells Fargo Advisors

With $1.6 trillion in client assets as of March 31, 2017, Wells Fargo Advisors provides investment advice and guidance to clients through 14,657 full-service financial advisors and 4,093 licensed bankers. This vast network of advisors, one of the nation's largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services and Wells Fargo Advisors Financial Network, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.  All data includes Wells Fargo Clearing Services including its predecessr firms) and Wells Fargo Advisors Financial Network, as of March 31, 2017. www.wellsfargoadvisors.com

Investment products and services are offered through Wells Fargo Advisors.