Working with Individuals and Families

Building deep relationships with you and your family takes time and trust.

We leverage our experience and the resources of Wells Fargo Advisors to help manage your wealth more efficiently. We design strategies to preserve and manage your wealth now and into the future and can help answer questions including:

• How much do we need to be setting aside for retirement now?

• How will a job change at this point in my career effect our retirement planning?

• What can I do to potentially reduce the taxes I am paying on my investments?

• How should I plan for healthcare costs in retirement?

• How can I make the most of my philanthropic giving?

• What are appropriate ways to help fund my children or grandchildren's education costs?

• How can I prepare for personal and financial independence as I age?

• Are my insurance and risk management plans appropriate?

• How can I put together a legacy plan for distributing my estate according to my wishes?