Wealth Planning


By failing to prepare, you are preparing to fail.” – Benjamin Franklin

To address your planning needs, we take a comprehensive, research-driven approach that considers your risk tolerance, time frame, assets, liabilities, and your personal situation. To help make informed decisions, we draw on the knowledge and experience of our team, the extensive resources available throughout Wells Fargo Advisors and coordinate our recommendations with your other professional advisors.

AAA - Wealth Services.jpg



Private Investment Management (PIM) Portfolios


A goal without a plan is just a wish. –Antoine de Saint-Exupéry



AAA Andy Headshot.jpgAndrew Lewis is a Private Investment Management (PIM) Portfolio Manager and uses a consultative process to help you build a strategy to manage and preserve wealth.

The full process to obtain the PIM designation can take 60 days to compete and includes a three–step process. The steps include meeting basic eligibility requirements, which include a minimum of two year’s experience as a portfolio manager, five years of industry experience, successful completion of various securities exams, and approval of branch and regional superiors.  It also includes advanced training, including an ethics exam, proxy exam and an advanced 40-hour portfolio management raining course.

Less than 10 percent of the firm’s Financial Advisors have met the criteria to act as PIM Portfolio Managers.

PIM portfolios can be the core of a wealth strategy or used to complement a broader approach using multiple investment components.


The PIM program is a customized portfolio management program geared toward your specific investment goals.  The Private Investment Management (PIM) program is designed for investors who:

  • Want a customized investment program based on an active approach to asset allocation

  • Prefer a portfolio manager who can make investment decisions on their behalf

  • Are seeking long-term portfolio management through diversification while keeping underlying investment costs to a minimum

  • Seek the flexibility to build and maintain a portfolio using a diverse selection of investments

  • Value a high level of professional services and personal attention once available only to high-net-worth clients

 



When selecting the securities for your portfolio, I work to conduct a detailed analysis of companies, industries and overall economic conditions. I create a suitable asset allocation strategy based on your personal investment style. Your portfolio will attempt to maximize returns while minimizing risk to the overall portfolio. 

The Private Investment Management [PIM] program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Since no one manager/investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.