What We Do

Retirement Planning: Help to determine how much you need to retire comfortably, retirement income distribution planning and managing assets prior to and during retirement years

Investments: Including portfolio design, implementation and management using bucketing strategy with equity, fixed income and alternative investment exposure

Wealth Accumulation: Savings and tax deferral maximization strategies

Diversification Analysis: Concentrated and Restricted Stock analysis, disposition and hedging strategies

Education Funding: 529 Plan and gifting strategies for parents and grand-parents

*Tax Efficient Investment Strategies: Help to ensure tax-efficient portfolio design. We work with your tax adviser or can refer you to qualified tax specialists as needed

*Estate Planning & Trust Services: Access to comprehensive trust services through Wells Fargo Private Bank with our estate-planning and trust specialists to review wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors

**Risk Management: Life and Long Term Care Insurance analysis and solutions

Liability Management: Lending services through Wells Fargo Bank affiliates

Charitable Planning: Maximizing your charitable impact by using tax efficient gifting strategies

*Wells Fargo Advisors does not provide tax or legal advice.

**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.