High-Tech, High-Touch Client Service

At CoreProcess Wealth Management, we hold ourselves to the highest possible service standards and have built our office to deliver a personalized experience that's tailored to meet our clients' individual needs.

We utilize the most up to date technology to provide our clients with the access to information they need. But, we remain rooted to traditional “real people” personalized service standards and always strive to deliver an exceptional client experience.

Client Service Model Image

Our model supports our thoughtful interactions, using the channel or combination of channels that's most convenient to you, phone, e-mail or in-person and yes, mail.

Scheduled Contacts

Our clients hear from us either by phone, letter or email.

Progress Updates

Our clients receive detailed progress reports so they know where they stand in reaching their investment goals.

Planning Review

We provide a comprehensive review and update on their long-term investment plan.

Financial Counsel

Have a financial question? Call us.

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 (AZ, CA, CO, DC, FL, GA, HI, IL, KS, MA, MI, NC, NE, NV, NY, OK, OR, PA, RI, SC, TX, UT, VA, WA). 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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