Solutions as comprehensive as your needs

Our advisors have been in the industry long enough to understand that all areas of our clients’ lives tend to overlap. With this in mind, we work with individuals, employees, business owners, and companies to help them plan for the many challenges they may face along the journey toward their ideal financial future.

Whether you’re building your portfolio or transitioning it to income as your retirement approaches – or you’re somewhere in between – we utilize our deep understanding of your total financial picture to help keep you on track. And through our extensive network of resources, we can offer additional services such as insurance products, and provide access to lending through Wells Fargo affiliates to support whatever your financial needs are now and may become in the years ahead. 

Corporate clients turn to us for business succession planning and their employees often seek guidance regarding education savings, inheritance, and much more. At the end of the day, that is exactly our ultimate goal: to provide the best possible service we can and subsequently earn the trust to do so for you, your business, your employees, and your loved ones.

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Wealth management services for individuals and families


Investment Planning

  • Review of portfolio
  • Asset allocation
  • Time Horizon
  • Withdrawal strategies
  • Envision® process
  • Review investments held outside of the firm

Estate Planning Strategies and Charitable Giving

  • Wills
  • Power of attorney
  • Living will
  • Trust
  • Irrevocable life insurance trusts
  • Estate tax

Risk Management and Insurance

  • Review of existing policies
  • Life insurance needs
  • Long-term care insurance
  • Disability insurance
  • Health insurance

Cash Flow and Budget

  • Income sources
  • Expenses and budgeting
  • Debt management
  • Dollar cost averaging














Assistance to Loved Ones

  • Gifting
  • Education Planning
  • 529 college savings plans
  • UGMA/UTMA

Retirement Planning

  • Retirement goal setting through Envision®
  • Social Security and Medicare
  • Business planning
  • IRA contributions and conversions
  • Employer sponsored plans and 401(k)s
  • Annuities and Pensions
  • RMDs and withdrawal strategies
  • Self-employed retirement plans

Incoming Tax Planning 

  • Review of cost basis
  • Review realized gains
  • Carry forward losses
  • Tax loss harvesting
  • Potential Roth conversions

Concierge Services

  • Coordinate with other advisors such as your attorneys and accountants
  • Hold meetings and ensure that all planning is well coordinated and implemented

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Retirement plan consulting services


Plan Design

  • Retirement Income adequacy study
  • Safe Harbor Plan Design
  • Alignment with business goals
  • Optimization review
  • Employee demographic analysis
  • Coordination with other employee benefit plans

Service Provider Review & Consultation

  • Proposal Evaluations
  • Negotiate competitive cost structure
  • Problem resolution liaison
  • Coordinate effective service strategy

Investment Services

  • Investment policy development
  • Fund menu design
  • Select/replace fund managers
  • Meet to review fund performance
  • Pension committee oversight

Plan Benchmarking

  • Fee benchmarking 
  • Plan assessments
  • Operational reviews
  • Plan design and features
  • Conduct compliance reviews
















Fiduciary Services

  • Fiduciary onboarding
  • Fiduciary reviews
  • ERISA 3(23) co-fiduciary services
  • Discretionary fiduciary – 3(38)
  • Investment policy statement review
  • Fiduciary briefcase for plan record retention
  • Assist with document due diligence process
  • Committee meeting notes

Participant Services or Education

  • Education policy development
  • Employee communications strategy
  • Participant enrollment/education
  • One-on-one employee meetings
  • On-site seminars
  • Customized enrollment meetings
  • Participant newsletters
  • Individual investment consulting

Plan Administration Support

  • Facilitate client meetings
  • Troubleshoot vendor issues
  • Develop relationship Plans
  • Technical support
  • Negotiate provider service contracts