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WFC Client Experience


Initial Meeting

An initial meeting with a WFC adviser will allow you to share your goals and concerns and explore the various options available to you.



We will assess which type of account(s) are best suited to your needs and will provide a seamless process for new account opening and transfer.


Online Client Portals

Making certain that you have online access to your accounts is a priority to us. Our clients have their own personalized portal through our custodian as well as our financial planning program.


Regular Portfolio Rebalancing

We rebalance our client accounts regularly to ensure that client portfolios always remain invested according to the agreed upon portfolio allocations.


Quarterly Reporting and Client Meetings

Clients receive quarterly customized reports prior to meetings to review and discuss portfolio performance, allocations and financial planning goals.