Description
The Granzow Consulting Group of Wells Fargo Advisors provides comprehensive services for building wealth for high net worth individuals, foundations & endowments and corporate retirement plans. Our approach is proactive, strategic, and customized specifically to meet your goals and objectives. Whether for individuals, endowments, or corporations, our advisors provide a studied and responsive approach to implementing an integrated investment strategy through customized portfolio management. Our first priority in commencing a relationship is to learn the unique aspects of the background of each client. For this process to achieve its full potential, we listen intently to our clients. We start by outlining client goals, such as pension benefits, retirement income, or a child’s education. Our team will spend the time necessary to meet with our client and work through a measured process. Our Investment Planning Process: Compile and assess client’s current assets and liabilities. Prepare an
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