Areas of Focus
Delivering exceptional and consistent wealth management services to our clients
Delivering exceptional and consistent wealth management services to our clients
With client specific risk in mind, we build investment portfolios using the following securities and strategies:
Options involve risk and are not suitable for all investors. Before opening an option position, please read “Characteristics and Risks of Standardized Options” carefully before investing. This document is available from Jacob Drescher at Wells Fargo Advisors at 500 Lake Cook Road, Suite 100 Deerfield, IL 60015 - (866)-960-8183 or the Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, Illinois 60606. Supporting documentation for any claims, comparison, recommendations, statistics or other technical data will be supplied upon request.
- Cash Management
- Stocks
- Bonds
- Options Strategies
- Mutual Funds
- Closed End Funds
- Exchange Traded Funds
- Unit Investment Trusts
- Structured Notes
Options involve risk and are not suitable for all investors. Before opening an option position, please read “Characteristics and Risks of Standardized Options” carefully before investing. This document is available from Jacob Drescher at Wells Fargo Advisors at 500 Lake Cook Road, Suite 100 Deerfield, IL 60015 - (866)-960-8183 or the Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, Illinois 60606. Supporting documentation for any claims, comparison, recommendations, statistics or other technical data will be supplied upon request.
Working to help you achieve life, retirement, and legacy aspirations
Working to help you achieve life, retirement, and legacy aspirations
- Comprehensive financial analysis utilizing the Envision® investment planning process.
- Cash flow and income strategies for retirement
- Education planning and 529 strategies
- Personal Net worth review
- Charitable Giving Strategies including Donor Advised Funds and Private Family Foundations
- Individual Retirement Accounts and other qualified plans
- New Accounts
- IRA
- Roth
- SEP
- Defined Benefit Plans
- Defined Contribution Plans
- Rollovers
- 401K / 403B
- Pensions
- Understanding Choices
- Clients often maintain retirement accounts at past employers. Instead of losing track of these accounts or not giving them the attention they need, we can help you understand your options for these accounts
Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. You generally have four options for your QRP distribution:
- Roll over your assets into an Individual Retirement Account (IRA)
- Leave assets in your former QRP, if plan allows
- Move assets to your new/existing QRP, if plan allows
- Take a lump-sum distribution and pay the associated taxes
When considering rolling over your assets from a QRP to an IRA, factors that should be considered and compared between QRPs and IRAs include fees and expenses, services offered, investment options, when you no longer owe the 10% additional tax for early distributions, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankruptcy. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with QRPs.
You should consult with the plan administrator and a professional tax advisor before making any decisions regarding your retirement assets.
More than 75 years of combined portfolio management experience across our team
More than 75 years of combined portfolio management experience across our team
As Private Investment Management (PIM) Portfolio Managers, we are well versed in the art and science of building portfolios for qualifying accounts that are:
- Monitored Regularly
- Reviewed and analyzed quarterly
- Well diversified and incorporate Wells Fargo Investment Institute capital market assumptions
Investing involves risk including the possible loss of principal. Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Access to a myriad of Wells Fargo affiliates and business lines to help your business
Access to a myriad of Wells Fargo affiliates and business lines to help your business
- 401K Plan implementation and management
- Profit sharing plans
- Non-Qualified and Incentive Stock Options
- Business valuations
- Additional access to Wells Fargo business solutions are available based on your specific needs
Comprehensive wealth management goes far beyond stocks and bonds
Comprehensive wealth management goes far beyond stocks and bonds
Through our Wells Fargo affiliates, you have access to lending products and services, including:
Insurance – We are licensed to support:
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
- Securities-based financing
- Residential mortgages
- Home equity financing
- Business financing
- Credit cards
Insurance – We are licensed to support:
- Annuities
- Term Insurance
- Long Term Care
- Whole Life – Fixed and Variable
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Helping nonprofit organizations achieve their mission and establish sustainability
Helping nonprofit organizations achieve their mission and establish sustainability
Our team has experience in the non-profit sector. We can assist your organization with:
We can also provide access to nonprofit resources including:
- Investment Management for Endowments and non-restricted investable assets
- Cashflow / Liquidity Management
- Advanced modeling scenarios that incorporate fundraising revenue, investment growth, and expense ratios
- Investment Policy Statement development and implementation
- Access to Environmental, Social and Governance Investments
We can also provide access to nonprofit resources including:
- Topical whitepapers
- Board development and training
- Major gift strategies
- Planned giving strategies
500 Lake Cook Road, Suite 300 • Deerfield, IL 60015 • Phone (866)-960-8183 • Fax (847)-572-4352
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