Our Services

We provide comprehensive wealth management through customized, goal-oriented investment planning for individuals, companies and organizations. We design detailed investment plans based upon our clients’ financial needs, objectives, time horizon, ability to assume risk and other considerations that may impact their individual situation.

Depending upon a client's accumulated wealth, their current life situation and the inherent volatility of investing in the capital markets, we will focus on four primary areas when developing a strategy to help manage their wealth.

1. Help create and grow wealth
- Consider appropriateness of investments
- Analyze life insurance needs1
- Evaluate tax sensitivity2

2. Help protect and preserve wealth
- Focus on asset allocation and diversification management
- Evaluate overall insurance plan (life, disability, LTC and liability)1
- Evaluate tax sensitivity2

3. Help plan the distribution of wealth during life in a tax-advantaged way2
- Qualified retirement plans and IRAs
- Corporate stock options (concentration, funding, tax and transfer issues)
- Durable power of attorney and successor trustees (continuity issues)
- Gifting to children/other descendants and charities (control and tax efficiency issues)

4. Help plan the distribution of wealth after death in a tax-advantaged way2
- Titling of assets
- Executor and Successor trustees (continuity issues)
- Distribution to family, others and charities (control and tax efficiency issues and the management of    assets in pools of funds kept intact)

1Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo and are underwritten by unaffiliated insurance companies. Wells Fargo Clearing Services, LLC is a separate non-bank affiliate of Wells Fargo & Company.
2Wells Fargo Advisors is not a legal or tax advisor.