It all begins with building personal relationships based on trust with our clients. This provides the foundation for the team to understand a client's life goals and ultimately deliver a plan to help achieve those objectives in a comfortable manner.
We take a team approach to providing our clients with holistic wealth management services, including income planning, investment management, estate planning strategies, and tax planning strategies.
We help our clients achieve their goals for building and preserving retirement income, living in retirement, managing trust and estate issues as they relate to our investment plans, wealth transfer strategies, business owner transition tactics, and any other wealth management goals our clients are facing.
As professional money managers, our goal is to help our clients achieve the best returns possible with the least amount of risk necessary to achieve those goals. We develop sound investment plans – making any necessary changes based on life events and life stages – aimed at ensuring the best likelihood of success.
Our team is comprised of highly educated and credentialed professionals who’ve dedicated their careers to serving the unique needs of their clients. Below is an overview of the credentials held by members of our team.
Patrick Rowland, First Vice President – Investment Officer; Jacob Sullivan, First Vice President – Investment Officer; and Jesse Dale, Financial Consultant, are all CFP® professionals. A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. A CFP® has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Patrick holds the Accredited Asset Management Specialist℠ (AAMS®) designation, which is a professional designation awarded by the College for Financial Planning to financial professionals who successfully complete a self-study program, pass an exam, and agree to comply with a code of ethics.
The self-study program covers several topics, such as the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; and taxation of investment products. It also covers investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.