Our 4-step process was created to meet you where you are at and designed to help you build towards where you want to be.

Discovery

During the discovery phase, we determine if your needs match our skillset and vice-versa.

Once we confirm that we are a good fit, we begin the planning process. Throughout this time we learn about your personal and financial goals, as well as how you are currently saving/investing.

Design

Following the discovery phase, we analyze your current investment plan. Based on our analysis, we create a investment strategy that is best suited to help you achieve your goals. We also identify tax, business, estate and education planning strategies at this time.

Deploy

After presenting your investment strategy and addressing any questions, we begin to open/set up your accounts and prepare them for investment. Once your assets have transferred, in the beginning, we implement the strategies previously discussed.

Deliver

In the beginning, we meet regularly to answer any and all questions that may come up. We also dive deeper into any of the tax, estate, business or education planning strategies that we uncovered.

We hold comprehensive wealth planning and investment strategy reviews, as well as timely investment/market updates.

Wells Fargo Advisors is not a legal or tax advisor.

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The Savarick Group of Wells Fargo Advisors

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, CA, CO, CT, DE, FL, GA, KS, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, RI, TX, VA, WA, WI, WY). 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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