Comprehensive family wealth management

At the foundation of your relationship with Frederickson Private Wealth Management Group of Wells Fargo Advisors is a precise, integrated approach to long-term investing. You will be guided through a disciplined process that includes taking an inventory of your current assets and liabilities, as well as analyzing your existing investment portfolio and investment objectives.

We carefully assess your full balance sheet ─ including asset allocation, retirement accounts, estate plans, real estate holdings, and insurance coverages ─ to provide cohesive recommendations to properly care for your wealth and loved ones’ long-term financial well-being.

Our team utilizes a combination of strategies designed for capital preservation and potential wealth creation. We offer discretionary portfolio management for investors who seek the ability to build and maintain customized portfolios using a diverse selection of investments. This includes constructing diversified portfolios designed to achieve your goals and that reflects your tolerance for risk to seek to optimize risk-adjusted returns.

Mitigating Risk

Frederickson Private Wealth Management Group of Wells Fargo Advisors places a high priority on helping clients develop sound investment plans to address risks that can impact their existing lifestyle. We help you manage what you can control to help keep your plan on track and establish the amount of risk you are willing to take to achieve your goals. This includes:

  • Age when you retire
  • Amount you save annually
  • Retirement income
  • Amount you leave in your estate
  • Risk in your portfolio
  • What you donate to charity
  • What you gift to your children
In addition, we help you manage the things you can’t control:
  • Annual market returns
  • Volatility of market returns
  • Sequence of market returns
  • Timing of unexpected cash flows
  • Inflation rate
  • Tax law changes
  • Unexpected life events

Our team is dedicated to helping you navigate the critical challenges of successfully transitioning wealth to future generations and heirs.

Wells Fargo Advisors and Frederickson Private Wealth Management Group of Wells Fargo Advisors do not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.