A Disciplined Approach to Investing
Faley Eckerman Wealth Management Group is committed to alleviating clients’ concerns about their finances and taking the emotion out of investing by putting an investment plan in place to help keep them from overreacting during periods of market decline and growth.
Our team will connect you with our network of trusted professionals, or work with your existing professionals such as your attorney, accountant and insurance agent, to enhance your wealth plan by creating a cohesive financial strategy.
Wealth Management Process
As a client of Faley Eckerman Wealth Management Group, you will be guided through a disciplined wealth management process that includes:
- Identifying what is important in your life and helping you prioritize your financial goals
- Coordinating and integrating cohesive solutions for your financial affairs – including wills, liability management, insurance and tax strategies
- Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance and investment time horizon
- Monitoring results and reviewing changes in your circumstances, while adjusting your investment strategy as necessary
Everything we do – from investment management to helping you unify your tax, estate and insurance strategies – is designed to give you financial confidence about your finances and let you start living the life you want.Wells Fargo Advisors is not a tax or legal advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.