Our Process

We are dedicated to assisting clients to plan effectively, make informed decisions and develop fully integrated, cohesive solutions to meet your priorities throughout each of life’s major stages – accumulation, distribution and legacy.


We offer deep experience in crucial areas of wealth management. This includes:

  • Retirement planning
  • Asset management
  • Portfolio modeling
  • Education funding
  • Risk management
  • Estate planning strategies

As Wells Fargo Advisors Financial Advisors, we will also give you access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, Lending and Banking Products and Services, and Insurance.*

Tax-Efficient Investing Strategies

While there are many different tax management strategies to consider – such as tax loss harvesting, charitable giving, exemptions and deductions – the ideal place to start is determining the changes that will be best for your overall portfolio. With your overall portfolio strategy and long-term objectives in full context, there are several proven tactics you can use to seek to minimize tax liabilities. Our team will also help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.