COMPREHENSIVE INVESTMENT PLANNING

We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve and transfer your wealth. This includes:

  • Pre- and post-retirement planning
  • Estate planning, coordinated with your legal advisor as needed
  • Income tax planning, coordianted with your tax advisor as needed
  • Long-term care analysis
  • Insurance planning 
  • Education planning 

Portfolio Management

We provide corporate executives and business owners with strategies designed to increase corporate and personal net worth as well as maximize employee benefits.  These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)'s, employee benefits review and business transition strategies.  

Specialized Services

We offer a highly specialized area of expertise in assisting plaintiffs and their families in rebuilding their financial security after an accident, medical mishap or loss of a loved one.  Whether it is setting funds aside for healthcare, opening Special Needs Trusts or managing a budget to cover bills and expenses, we have the resources and expertise to effectively execute your plan.  

Estate Planning Strategies*

We can provide you with access to estate planning and trust specialists through affiliates in addition to non-affiliated companies of Wells Fargo Advisors.  These professionals will review your wills and trusts to provide guidance on how to preserve your estate for your intended heirs.  In addion, we can work with your tax and legal advisors to help assist in planning your beneficiary designations and, in some cases, may be able to help reduce unnecessary estate taxes and probate costs.  
*Wells Fargo Advisors is not a legal or tax advisor.  You should consult with your attorney, accountant and/or estate planner before taking any action.