Our Mission & Process

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How We Work

We are here to help clients pursue a work optional lifestyle. We do this by understanding each client’s unique situation and building plans tailored to them. We also believe clients should know our investment process and receive exceptional follow-up to questions and concerns.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We have developed and refined a process, from years of experience working with both individuals and institutional investors, which guides our investment planning and recommendations. There is no cookie cutter approach to investment planning. We believe in order to have the best chance at achieving your goals you need to work with an independent financial professional that will take the time to understand your particular situation. Your goals, your dreams, your ideal future. We believe in developing sound investment plans based on each client’s unique situation.

The beauty of our process is that it helps ensure we never lose sight of two essential elements to pursuing financial independence. These two elements are what matters and what you can control. We take the time to understand what matters to you and then discuss how this intersects with what you can control. Based on this foundational understanding we build a plan that is specifically tailored to your needs.

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Landis Wealth Management

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, CO, FL, GA, IL, MI, NC, NV, NY, OH, OK, TN). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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