Our Investment Process

At Green Fairways Wealth Management, our investment process is built upon seven key steps that afford a greater understanding of each client’s individual goals and needs. By taking the time to listen to our client’s interests and passions as well as the things that may keep them up at night, our team is capable of crafting and implementing highly customized, investment management strategies for your family’s unique needs and priorities, monitoring performance, and making tailored alterations as the world changes.

Green Fairways investment process graphic
  1. Gather Information
  2. Establish/Review Goals and Objectives
  3. Analyze Information
  4. Establish/Review your envision plan
  5. Implement your plan
  6. Monitor the plan
  7. New goals or priorities

Our Service Model

  • Envison® Investment Plan - Tailored to Meet Your Specific Needs and Goals
  • Wealth Management Services
  • Annual Comprehensive Review Meeting
  • Retirement Planning
  • Periodic Reviews of Objectives and Performance
  • Investment Management
  • Wealth Transfer and Estate Planning Strategies Meeting
  • Estate Planning Strategies
  • Client Events and Educational Workshops
  • Insurance Monitoring
  • Education Planning

We serve individuals and businesses in all areas of investment planning, including:

Retirement Planning

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.

Tax Management

Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning Strategies

Working with estate-planning and trust specialists available through Wells Fargo affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education. Risk Management - Reviewing existing insurance policies. Finding the best policy for your situation.

Investment Planning

Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax 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 offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.