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Focusing on What Matters

We Ask

the right questions and listen carefully to your answers in order to identify your true priorities and develop the strategy to guide your wealth. Then we draw on industry-leading investment choices and research to help you align your strategy to your most meaningful plans and life goals. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. 

We'll Provide

the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. We help make the complex simple, ensuring you always understand where your money is invested and why.

 

We Build

deep relationships with our clients and have focused on helping them send their children to college, start new businesses, retire comfortably, support family members and important charities—and more. Because we know that your wealth is just one piece of what you will pass on to the next generation.

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now. 


401(k) Distribution Options

If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan. These savings can represent a significant portion of your retirement income, so it’s important you carefully evaluate all of the options.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.


Business Services

Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.


College Savings Plans

Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act. The trick is to plan ahead.


Estate Planning Services

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex.  Make an appointment with us to talk about your estate planning goals. 


Individual Retirement Accounts

Find out ideas on how we can help you reach your retirement goals with an IRA.  Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), you should consider investing in an IRA.  It can help supplement those savings and give you access to a wider range of investments. 


Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.


Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.


Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

All investing involves risk, including the possible loss of principal.

Advisory programs are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There are minimum account size requirements for these programs.

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and 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 tax return is filed.

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