AN INVESTMENT PROCESS DESIGNED TO HELP YOU REACH YOUR GOALS

Our approach to customizing a portfolio to help address your unique objectives

OUR PROCESS

S.A.L.T (Service Accountability Leadership & Trust) flows
through every step of our wealth management process.

1. Discover

To offer exceptional SERVICE, we:

Discover what matters most to you.
Gain an understanding of your current financial situation.
Understand and define your goals for the future.

2. Propose

ACCOUNTABILITY stems from combining our experience and expertise:

Interpret and analyze your financial situation, liabilities, risks, and goals.
Identify potential future challenges and plan for navigating around them.
Present the proposed plans and strategies we believe can help you build, manage and preserve wealth to help achieve your goals.
Ensure we are aligned with you, your challenges and your goals.

3. Implement

Managing proactively and effectively requires LEADERSHIP to:

Set priorities for action.
Execute your plans and implement your strategies designed to maximize opportunity and mitigate risk.
Work with your other experts to ensure all decisions are made in concert to keep you on track with your goals.

4. Review

To earn your TRUST over time, we:

Meet with you regularly to review your progress toward your goals.
Make adjustments to your plans and strategies as necessary, to reflect changes to your personal situation or the evolving economic and financial environments.
Remain easily accessible to perform all requested services consistently and responsibly, whenever you need us.
Guide you through every step of the long-term investment process, including challenging conversations about wealth transfer and legacy.

HOW CAN OUR S.A.L.T APPROACH BENEFIT YOU?

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OUR CORE COMPETENCIES

We are committed to building, managing and preserving your wealth as we establish long-term relationships with clients and community.

Balanced Approach
Risk Management
Transparency
Client Focus
Holistic Perspective
Tax-Awareness
Proactive Investment Planning

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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