What We Do
Our Services
Investment Products
Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.
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Read MoreReady to Connect? We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.
Our Investing Process
We follow a time-tested process to help ensure your wealth is managed to the best of our abilities:
1. In-Depth Discovery Session. You do the talking, we listen—unless we ask questions to fully understand what you want to achieve.
2. Research. And Research. We review various portfolio constructions before presenting a plan that aims to accomplish your goals.
3. Implement. Once you give us permission, we’ll initiate our agreed upon plan.
4. Refine. Your goals or priorities can change over time or sometimes in an instant. We’ll work together to reallocate your assets to respond to your life’s developments.
Trust Services
Passing along your legacy to the next generation can seem like a daunting task with many tactics, roles and guidelines to consider.
At Our Firm, we provide access to Wells Fargo Bank Estate Services to help our clients with their trust and estate planning needs. As one of the leading national providers of estate settlement services, Wells Fargo Bank, N.A. can help you pass your legacy on to your beneficiaries.
Click to Learn More
Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Financial Advisors of Wells Fargo Clearing Services may refer clients to the bank for an ongoing or one-time fee. Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
We Work With You. And For You.
From the moment you start working with us, you can expect:
Proactive recommendations to help you achieve your goals
Prompt and thoughtful follow-up to your questions or concerns
On-going dialogue to adjust your tailored strategy as needed
1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
2Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.
Help cover unpredictable financial risks through insurance.
Insurance
Help cover unpredictable financial risks through insurance.
Life, disability, and long-term care insurance help cover risks that could disrupt your investment plan.
Insurance helps protect assets
You can’t avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals.It’s all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer’s. Find out why we recommend insurance as part of your investment plan.
A different kind of risk
When it comes to your financial goals, there are more risks to consider than just market volatility. Insurance can help protect against life-changing events. It can help ensure the financial goals you have made can continue on.We offer life, disability and long-term care insurance to help protect what matters most to you. Each type of coverage can help protect the key areas of your financial life: family, business, retirement, and legacy.
Life Insurance - Life insurance helps protect the financial security of your family. Each type of life insurance is designed for a specific purpose. There is no “one size fits all”. We offer a wide selection of life insurance products, all from highly rated insurance companies, to help meet your specific protection needs.
Long-Term Care Insurance - This type of insurance can help pay for the costs of long-term care should you need it.
Disability Insurance - Disability insurance is designed to replace a portion of your income if you're unable to work because of a sickness or injury. Even if you could weather a temporary gap in earnings, an extended disability can be financially devastating and put your other goals, such as retirement and college planning, at risk.
How much should I have?
When it comes to the amount of coverage needed to help protect your financial goals, the “right” answer is unique to you. Factors such as your age, who depends on you, and your income and assets, should be carefully reviewed.It’s important to understand the amount may change over time and when major life events occur, making a regular review is critical.
Next Steps
Research the costs associated with skilled nursing care, adult day care, and other services.Understand your annual expenses to help ensure you have the proper disability and life insurance coverage.
Evaluate how your needs may change over time.
Call us to see how insurance can play a role in your retirement planning.
Trust Services
Passing along your legacy to the next generation can seem like a daunting task with many tactics, roles and guidelines to consider.
At Our Firm, we provide access to Wells Fargo Bank Estate Services to help our clients with their trust and estate planning needs. As one of the leading national providers of estate settlement services, Wells Fargo Bank, N.A. can help you pass your legacy on to your beneficiaries.
Click to Learn More
Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Financial Advisors of Wells Fargo Clearing Services may refer clients to the bank for an ongoing or one-time fee. Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
2Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.