Client Services We Provide


    Investment Portfolio Management and Advice

    • Stocks, Mutual Funds, Bonds, ETFs and Annuities
    • Financial Strategy Development and Investment Planning
    • Portfolio Asset Allocation and Diversification Strategies
    • Advisory and Managed Accounts

    Wealth Planning and Estate Conservation Strategies

    • Comprehensive Wealth, Business Advisory/ Succession Planning/ Services, Estate Planning Strategies, Access to Legacy Trust***, Life Management Services, Executive Compensation Planning, Philanthropic Services, Access to Special Needs Trust Services, and Trust Services***

    Risk Management Planning**

    • Life Insurance, Disability Insurance, Long-term Care Insurance, and Healthcare Insurance Evaluations

    Access to Banking Services

    • Securities- based lines of credit
    • Residential mortgages
    • Home equity financing
    • Small- business financing
    • Credit Cards
    • (Through Wells Fargo affiliates****)

    Education Funding Strategies

    • 529 Plans and Education Savings Accounts
    • Education Savings Accounts (ESA)

    Retirement Solutions For Individuals, Businesses and Organizations

    • Traditional IRAs and Roth IRAs, 403(b) Plans, 457 Plans, 401(k) Plans & Strategies, SEP IRAs and SIMPLE IRAs, Pensions
    • Retirement Planning
    • Rollover*


    *Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees & expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.
    **Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
    ***Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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.
    ****Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Financial Advisor NMLS ID, if applicable NMLS ID 319962

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    Investment and Insurance Products Are:

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    Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

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