Our Services

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

1. Retirement Planning

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.

2. Tax Management*

Help making sure your portfolio tax-efficient. Developing tax-efficient investment strategies. Referring you to qualifies to tax specialist

3. Estate Planning Strategies*

Working with estate-planning strategies and trust specialist available through Wells Fargo Bank, N.A. and its affiliates to help review your will 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.

4. Education Funding

Recommending investment and accumulation strategies to help pay for your children’s education.

5. Risk Management**

Reviewing existing insurance policies.

6. Investments

Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help reach your goals.

7. Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

8. Behavioral Coaching

We often serve as a sounding board in times of stress and gentle nudge for our clients to do what they already know is in their best interest.
*Wells Fargo Advisors is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

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