Our Services

Drawing on our extensive financial-services experience, we seek to build and preserve our clients’ wealth. Our attention to the composition and performance of portfolios and our frequent communication with each client are the hallmarks of our service commitment. By taking the time to understand your values and priorities, we feel we are better positioned to implement an effective strategy and then regularly review it's progress.
financial advisor consulting with clients

Comprehensive Financial Planning

• Personal Net-worth analysis
• Education Planning
• Retirement plans
• Cash flow planning
• Pre-and-post-retirement planning
• Long-term care & disability*
• Cash management strategies
• Analysis of your fixed-income holdings

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

Comprehensive Wealth Management

• Fee-based portfolio management
• Asset-allocation review
• Independent professional money manager selection*
• Cash management strategies
• Analysis of your fixed-income holdings
• Structured portfolios - including stocks, bonds, load & no load mutual funds, ETFs, variable annuities, alternative investmnts & tax-advantaged investments

*Independent money management may not be suitable for all investors.