Multi-generational clients
We are proud to guide financial matters for multi-generational families, as we know that managing family dynamics while maintaining wealth can present a variety of challenges. We help families navigate those challenges around investment planning, estate planning strategies, and risk management by constructing and monitoring portfolios in a manner that ensures your assets are efficiently managed – both now and in the future. Our deep relationships with estate planning attorneys also helps us serve our clients and further the impact your plan can have on future generations. |
Non-profit organizations
Our team proudly services non-profit organizations in the Sacramento area by providing investment planning services and ongoing educational resources to our clients. We work lockstep with these teams as they develop and establish their investment policies and help them work toward accomplishing their goals.
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Executives and business owners
Beyond standard individual financial needs, we also know that there are unique challenges that come with owning and managing a business. Our team helps address common questions for corporate executives and business owners, including wealth management planning, defining benefit plans, employee stock options, and managing concentrated positions.
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Partnering with your financial network
We approach all our clients as a team, and at Huff Private Wealth Management of Wells Fargo Advisors, we believe that also extends to your existing financial network. To provide additional value for our clients, we work with your team of financial professionals – including attorneys, accountants, and tax professionals – to maintain continuity across your investment plan.
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