Our Process

See how we can help you plan for and accomplish your goals while reducing the noise and confusion from the financial markets to make your dreams.
female financial advisor consulting with client

1. Getting Acquainted

During our initial meeting we have a conversation to learn about your life, career, and priorities. We talk about your life and financial expectations.
Financial Advisor meeting with clients

2. Gaining Clarity

Next, we get to work analyzing your financials. We take an inventory of your financial life. Tapping our Envision® planning tool, we’ll build your plan and map a financial course to your future.
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3. Breathing Easy

Once your plan is in motion, you’ll be able to focus on where you’re headed. Feel confident about the future knowing all your financial pieces are in place.
Family at dock

4. Moving Forward

Our team will review/evaluate and adapt your plan, when necessary, to keep it in sync with your changing life.

Let's Connect

Our long term relationships are a result from our disciplined investment philosophies supported by solid resources and superior client service.

Trotter Wealth Management Group

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 (AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, MD, MN, MO, MT, NC, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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