Who We Are and What We Do
The Howard & Cohen Financial Consulting Group of Wells Fargo Advisors is comprised of three individuals whose focus is to help a select group of individuals, families, businesses, and institutions to build, manage, protect, and transition wealth. Our comprehensive wealth management strategy encompasses all aspects of investing as well as access to banking lending services through Wells Fargo affiliates, liability management; trust, estate, and fiduciary services; and risk management using insurance and other asset protection strategies as appropriate. We work diligently to provide the highest standard of care to you and your wealth.
Our strategy begins with listening to you: your story, experiences, desires, goals and objectives. We analyze this information to create an Envision® Plan designed just for you. This is the road map we use to develop strategies to meet your goals and objectives.
We will present the Envision plan to you and explain our recommendations in a manner that you will understand and appreciate. We will offer you an independent, objective, unbiased and cost effective financial strategy. Our team will continue to monitor and evaluate your plan, making adjustments as needed to manage and help protect your wealth. Ideally, we can meet to review your strategy as often as you wish, to suit your comfort level.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. Tax Planning services are limited to the analysis of various federal and state income tax, wealth transfer tax, and tax-efficient investing strategies. Estate Services provided are limited to administration and settlement services. Please consult your tax and legal advisors to determine how this general information may apply to your own specific situation.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.
Insurance products are offered through nonbank insurance agency affiliate of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Not available in all states.