The Scope of our Wealth Management Services

Advice and Planning through Envision® Tool

Current and Future Income Planning

Develop a plan to generate cash flow for your short- and long-term needs.

Retirement Planning

Develop a strategy for planning for retirement by incorporating your Social Security, pension, and IRA assets into a comprehensive plan.

Tax Planning

Identify and implement tax-efficient portfolio strategies to manage capital gains and losses.  Consideration is given to other tax issues such as Alternative Minimum Tax (AMT).

Estate Investment, Trust and Insurance Planning

Work with your tax and legal advisors to develop a flexible asset and wealth preservation plan.  We thoroughly review and address your life insurance, disability insurance, and long-term care needs.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. The investment(s) discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances. Additional information is available upon request.

Wells Fargo Advisors is not a legal or tax advisor.