In addition to our in-depth Envision® planning process and comprehensive investment approach, we offer a wide range of wealth management solutions, and we are backed by the strength and resources of Wells Fargo Advisors and its affiliates.

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Investment Management

We are committed to providing you with informed perspectives and a tailored approach to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial strategies to help optimize your wealth.


We believe proper risk management is critical to any long-term investment plan.  Because there are risks that may not be properly addressed through portfolio diversification alone, we review your existing insurance programs to help ensure you are covered for the “what ifs’ in life.  We can provide you with a range of insurance strategies designed to help with unforeseen events, whether it is for your personal situation -- such as extended care plans -- or for your business -- such as business continuation plans – that can derail your financial goals.*

Tax Planning Strategies

We strive to preserve your portfolio with tax-optimization strategies during every stage of the investment process. We capitalize on tax-loss harvesting opportunities to enhance your portfolio’s tax effectiveness, deploy creative tax deferral strategies and can recommend incorporating tax-enhanced index funds for clients with unique tax planning needs.

Wealth Transfer

A common question we are asked is, “When is the right time to start transferring my wealth?” Who should they transfer to, and for what purpose? With longer lifespans and the uncertain future of inheritance taxes, these questions are becoming increasingly complex and with new risks. A great first step is talking with us about how much money you need to support the full life you’ve pictured for yourself and for your family. After that, we can explore how much you feel you can transfer through an ongoing gifting strategy. We can also help you set parameters around how much to give – and how much may be too much.

Charitable Giving

We will help you define your charitable giving and philanthropic objectives, and we can offer potential strategies to help you achieve those goals either through annual gifting, establishment of a Donor Advised Fund or a family foundation. We can also help you bring your children and grandchildren into the discussions to help your family’s charitable missions having a lasting impact.

Lifestyle Planning

We work hard to help you envision what kind of lifestyle your wealth affords you and your family. With our over 75 years of experience, we can help you maximize your standard of living while staying consistent with your overall goals. To address planning for your advanced years, we maintain relationships with legal & health care planning specialists to help ensure your later years are lived safely and securely.

Wells Fargo & Company do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank.

*This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.