Four-Step Planning Process

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Wealth Management Process 

1. Investments - As a Founder and Managing Director, our goal is to provide an efficient and cost-effective investment portfolio to meet your goals.

2. Liability Management - Through our Wells Fargo affiliates, you have access to lending services.

3. Risk Management - We believe that wealth is created through concentration and preserved through diversification. Using various risk management tools, we help businesses and individuals protect their wealth.

4. Trust and Estate Planning Strategies - Proper trust and estate planning is the cornerstone of developing a lasting legacy and transitioning wealth. Working proactively with affiliates inside and outside of Wells Fargo Advisors, we help you transition wealth to the next generation. 


Trust services available through banking and trust affiliates in addition to non-affiliated complanies of Wells Fargo Advisors. 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. 
Diversification is an investment method used to help manage risk. It does not guarantee investment returns or eliminate risk of loss including in a declining market.
Valtierra Investment 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 (AL, AR, AZ, CA, CO, FL, GA, HI, MD, MI, MO, MS, NC, NJ, NM, NY, OK, OR, TN, TX, VA). 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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