Roy/Tedeschi/Schmidt Private Wealth Management Group seeks to simplify this complex process for clients by adhering to three guiding principles:
Thoroughly understanding client needs:
We understand that each client’s situation is unique. We begin with a detailed consultation, focusing on needs and goals, and then create a working plan from which we develop your investment program.
Each customized investment plan addresses specific financial needs and goals including:
- Portfolio design, implementation and management: Equity, Fixed Income, Alternative Investments
- Retirement income distribution planning
- Widowed or divorced individuals: step-by-step financial structuring
- Potential Wealth accumulation/Diversification analysis
- Risk management strategies
- Restricted stock analysis and disposition
- Long Term Care
- Liability Management – Access to lending services through Wells Fargo affiliates
We address the business holistically, addressing the entire balance sheet. As a result our clients are able to help base success on progress – and achievement in reaching – their financial priorities and life goals.
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.
Providing sound, appropriate and objective advice:
Founded in 1981, The Roy/Tedeschi/Schmidt Private Wealth Management Group brings an "educated perspective" to the investment process, one based on more than 36 years of experience through changing market cycles and risk environments. Backed by the resources of Wells Fargo Advisors, we access one of the nation's largest and most comprehensive investment platforms — and leverage multiple independent research resources when guiding clients on portfolio construction, asset allocation, and risk management decisions.
Delivering exceptional client service
Our hallmark: Long-term relationships based on fast, responsive and personalized service. From transactions, wires and transfers to lending services offered through our affiliates and problem resolution, our highly credentialed group "owns" every issue until it is fully addressed.
We will act as the central source to coordinate all of your professional relationships, working closely with your tax, legal and estate professionals to streamline your financial affairs — and give you more time to pursue your life’s passions.
Our team's professional experience, combined with the resources of Wells Fargo Advisors, supports successful, longstanding relationships — and gives clients confidence in advice they can trust.