Our Services

We serve individuals and businesses in all areas of investment planning, including:

  • Investment Planning -- Manage discretionary portfolios that are custom managed for tax efficiency, income needs, and long-term growth.  Determine your asset allocation needs. Help you understand your risk tolerance. Recommend the appropriate investment vehicles to help you reach your goals
  • Retirement Planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determine how much you need to retire comfortably. Help managing assets before and during retirement.
  • Tax Management* - Help making sure your portfolio is tax-efficient. Develop tax-efficient investment strategies. Refer you to qualified tax specialists.
  • Estate Planning* - Work with estate planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
  • Education Funding - Recommend investment and accumulation strategies to help you pay for your children's education.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.