The OAS&P Process

Step One

Getting Acquainted

  • What we believe differentiates our team from others in the industry
  • Discuss your goals, objectives, time horizon, and risk tolerance
  • Decide if mutually beneficial to have further discussions

Duration: 30–60 minutes

Next Meeting: One to two weeks later

Step Two

Gathering Information

  • Gather all documents and statements for analysis
  • Click here to download data gathering form
  • Prioritize goals and objectives
  • Complete the Wells Fargo Advisors Envision® process

Duration: 30–60 minutes

Next Meeting: One to two weeks later

Step Three

Presentation of Investment Plan

  • Interactive discussion of Envision plan
  • Recommend investments
  • Discuss fees
  • Discuss communication preferences

Duration: 60 minutes

Step Four

Ongoing Portfolio Review Meetings

  • Ongoing meetings will be scheduled at your preference
  • Revisit your investment objectives
  • Discuss life changes and goals
  • Review Envision plan and asset allocation

Duration: 60 minutes

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, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NY, OH, 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.

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