We believe that the preservation of capital needs to be balanced with growing one's capital to maintain purchasing power. We believe having exposure to common stocks (either directly or through suitable investment managers) offers the potential way for most clients to reach their financial goals.

We believe that the preservation of capital needs to be balanced with growing one's capital to maintain purchasing power.
We believe having exposure to common stocks (either directly or through suitable investment managers) offers a potential way for clients to reach thier finacial goals.
We encourage all clients to have a percentage of thier financial assets invested in stocks.
We deliver diversification across different types of stocks and stock markets along wtih the different asset classes remains the prudent way to help achieve best outcomes.   
We believe frequent communication is essential to help acheive performance objectives and goals.
To guide investments decisions, we recommend allocations in a manner designed to provide diversification, reduce risk, and enhance tax efficiency.

Our team assists clients in areas that include, but are not limited to the following:

1. Cash flow planning
2. Tax preferenced withdrawal or ordering strategies (asset location planning)
3. Wealth transfer strategies and family meetings with adult children (when appropriate)
4. Beneficiary naming
5. Social Security claiming strategies
6. Education planning for children and grandchildren

Lastly we work closely with many of our clients' other financial professionals including their tax planners, CPAs, estate and trust lawyers.

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.  Wells Fargo Advisors is not a legal or tax advisor.  Advisory programs may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services and minimum account sizes.  Diversification and asset allocation do not assure or guarantee better performance and cannot eliminate the risk of investment losses.