Sounding Board Service

Our Sounding Board Service provides an assessment of an existing investment plan and compares it against our team's comprehensive approach to wealth management. The process addresses vital areas of advanced planning such as wealth enhancement, wealth transfer, wealth preservation strategies, charitable giving, and legacy planning:

Our Sounding Board Service Consists Of Two Meetings

1 Discovery Meeting
2 Wealth Management Plan Meeting

There are three potential outcomes from our Sounding Board Service:

We confirm that your current plan is sufficient to address your financial goals and you are on the right track.
We identify gaps in your plan that may prevent you from achieving your financial goals and objectives. If the opportunity is a good fit, we will offer our experience and services.
We identify recommended modifications to your current strategy but realize we may not be the best fit. In this situation, we provide information you can take to your current financial professional or we offer a referral to a team better suited to helping you reach your financial goals and objectives.

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 (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, RI, 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX