The MPW Blue Folder is a folder provided to new clients with a meeting checklist, agenda, and necessary deliverables.
Identify your goal, values, dreams, special concerns/challenges
In-person meeting to present comprehensive wealth management solutions
In-person meeting to present recommended investment strategy
In-person meeting to discuss:
Ongoing execution of tailored service delivery
Develop schedule for review meetings
This information is intended for use only by residents of (AK, AZ, CA, DE, FL, GA, IL, IN, KY, MA, MD, MO, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, 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.
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