WHY FORBES GILHAM GROUP

WHY FORBES GILHAM GROUP

CLARITY

Understanding the connectivity and implications of your financial decisions for the near- and long-term is an important part of sustaining financial health. With ever-changing laws and uncertainty in financial markets, it’s imperative for you to have a team in place with an objective and unbiased approach to help you manage risk and preserve your family’s most important interests

PERSPECTIVE

Trust is about perspective. We strive to offer principled advice informed by continuous education and access to one of the world’s leading institutions. We work with you — to provide thoughtful, objective analysis and the requisite experience to help navigate a complex and evolving fiscal environment. We are a team with the long-term view and the ability to help execute your vision

STRATEGY

Each member of the Forbes Gilham Group of Wells Fargo Advisors lends expertise in critical areas impacting your financial health—estate and tax planning strategies*, charitable planning, succession planning, cash flow planning and investment planning. Collectively, we believe our most important skill is the ability to listen. During our first meetings with you, that’s exactly what we’ll do. By asking the right questions and recognizing that your objectives and priorities are unique, we will develop customized strategies that are designed to help fulfill your vision.

ALIGNMENT

Your financial interests intersect with multiple aspects of your life — your business, your loved ones, your legacy for the future. You may also have several professionals contributing to the attainment of your financial goals — attorneys, accountants, consultants and bankers. As your wealth management advisors, we will bring together all of your advisors to collectively work toward your vision. When necessary, we can provide access to other strategic professionals to round out your team*.

MISSION

Our Mission is to provide high-net-worth families the comprehensive guidance needed to address the many issues associated with wealth.

We aim to have relationships for life, and we enjoy the opportunity to work for many generations of the same families.

We are committed to a personalized approach to wealth management and we believe the basis of each relationship is founded on mutual trust.

Our deep commitment to a superior wealth management experience is evidenced by our focus on the continual education our associates have attained.

We hope to know you, and advise you for life.

 

*Wells Fargo Advisors 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.

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