Our Disciplined Investment Process


A well-designed investment plan should not only reflect your long-term goals and a comfortable level of risk, but it should also serve as the foundation of a long-term relationship. Working together, we will follow a four-step process to develop your customized investment plan:

Understanding your goals

We conduct a personal interview with you to obtain the background data needed to develop your plan. If appropriate, we also consult with other professional advisors, including your attorney and tax advisor, to understand all pertinent details of your financial circumstances.


Develop a plan

Our second meeting is designed to develop a shared vision of your dreams. We will prepare a comprehensive presentation for you to consider, and you will have the opportunity to raise questions and confirm the interpretation of your investment goals. We will then review specific investment recommendations for your approval.		 Melbourne Our Process.png


Implement recommendations

We believe it is imperative that you understand and are comfortable with your investment strategy. Once we have worked out the details with you and received your approval, we will put your plan into action.

Evaluate progress

Investing is not a one-time event. Rather, an investment plan requires continual maintenance to help ensure that it stays on target. We’ll meet or speak on a regular basis to review your plan, and make any necessary changes within your portfolio based on changes in the markets or your life. Once your plan is in place, you will be able to receive monthly statements (as long as there is activity in your account), cost-basis tracking, and e-statements. We are also willing to sit down with you whenever you have questions, concerns or ideas.
The Melbourne Shepherd Financial Strategies Group

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, CT, DE, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OH, SD, TX, UT, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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