Client Process

Personalized, one-on-one attention

Because Stafford Wells Advisors keeps its client base small, we're able to personalize our wealth-building work with clients. This means, in addition to assets, we take clients' stage in life into account, aiding retirees who need to draw regular income differently from investors still in their prime earning years.

Our investment advice process:

1.

Research

We work with you to gather the most up-to-date information on all your investments.

2.

Planning

We discuss your financial short and long-term objectives and tax issues. We consider your current investments and strategize new investments to meet your goals while taking into account asset allocation, diversification and risk tolerance.

3.

Execution

We build your investment portfolio, drawing from portfolio managers, mutual funds and exchange traded funds (ETFs) that meet our strict criteria for investment success. We work with you to select a custodian for your assets, ensuring a separation of advice and holdings. We have a strong working relationship and low-cost arrangement with TD Ameritrade or we can work with another custodian you prefer.

4.

Maintenance

We’ll meet quarterly with you to review your investment portfolio from both a long and short-term outlook. We’ll work with your accountant at least annually to minimize tax implications to your wealth. We’re also available to you on a daily basis.