Our Clients

Building deep relationships with you and your family takes time and trust.

We leverage the experience of our team members and the resources of Wells Fargo Advisors to help manage your wealth and bring clarity and confidence to your wealth plan, now and to the future. We can help answer questions including:

• How much do we need to be setting aside for retirement now?

• What can I do to potentially reduce the taxes I am paying on my investments?

• How should I adjust my investment strategy to optimize income in retirement?

• How do I incorporate the timing of my pension and social security income streams?

• What are appropriate ways to help fund my children or grandchildren's education costs?

• Are my insurance and risk management plans appropriate?

• How can I put together a legacy plan for distributing my estate according to my wishes?

Designing comprehensive strategies to meet your business needs.

We work with you in a collaborative process to understand the vision for your business and personal financial needs. By teaming with your other professionals (tax advisor, attorney, actuary), we help align your business and personal financial goals to help address your wealth planning needs.

• What role does the business plan have in my overall wealth plan?

• What are my options for setting up corporate account management to help manage my short- and long-term cash flow needs?

• How do I manage my restricted/concentrated equity ownership in the Company?

• What are the options available for offering an employer-sponsored retirement plan?

• What employer sponsored retirement plans can I use to help with client retention and retirement savings?

• How do I create a succession and exit plan?

• What types of life insurance strategies can be utilized to protect my business?

• What is my business worth today and what is it potentially worth in the future?

• How will the sale or transfer of the business impact my personal wealth plan?

Offering strategies to help maximize your wealth and optimize the benefits you receive as a corporate executive.

We understand the challenges you face. That’s why a comprehensive approach is needed in the analysis of various factors including your compensation package, equity position, and other corporate benefits. We recommend appropriate strategies for your situation taking all of your financial considerations into account. We can help answer questions, including:

• What can I do to help preserve my concentrated equity portfolio?

• How do I integrate my stock options into my overall wealth plan?

• How can I better diversify my restricted or controlled stock positions?

• Are my insurance and risk management plans appropriate?

• How do I get help managing my stock options and my executive deferred compensation plan?

• How secure is my pension and when should I begin collecting it?

• How do I ensure my trust and estate strategies are properly set up?