INVESTMENT PLANNING PROCESS

Planning is the cornerstone of our wealth management process.…

Our primary goal is to help you define your unique financial success. We use meaningful interactions with our clients and their families as we look to develop lifelong and generational relationships. It is important to our practice that we get to know you and what is important first, so we know how to develop a strategy that caters to your needs and ambitions. Our established process offers an effective way to identify your highest priority goals and develop a strategic plan to provide you with the most efficient way to meet them. We then take that plan and implement a purposeful, holistic wealth management strategy to unify all areas of your financial life and provide the clarity you need to secure your financial future. Instead of benchmarking your financial life against a standardized index, we create a customized blueprint that is specific to your unique lifestyle and desired outcomes. We communicate with and educate our clients to ensure that once the plan is created, it can be successful.

At VIRTUENT we measure success differently. It is not about the assets we manage or the returns we deliver. We prefer to measure success through how many people we help achieve their goals, such as:

• Transitioning into Retirement

• Trust Management

• Education Aspirations

• Charitable Giving

• Sale of a Business

• Estate & Wealth Transfer

We look forward to getting to know you. Please visit www.virtuentwmg.com or call us at 844-925-0888.

Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value 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. CAR0523-00016