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How Can Your Wealth Reflect Your Priorities?

Our team’s years of experience provides us with expertise across many areas of wealth and investment planning. Using sophisticated strategies and a personalized planning approach, we are here to help organize your financial affairs and build a plan to help grow, preserve, manage and transition your wealth. As we help you take steps toward reaching your financial goals, we care about improving your quality of life, no matter how that looks for you.

Advisory Services*


Do your investments accurately reflect your risk tolerance?

Is it time to consolidate your assets?

Do you have separately managed accounts?

What type of investment products might you need to employ?

Pre- and Post-Retirement Planning


At what age do you plan to retire?

What is your plan to replace your paycheck?

How should you claim Social Security?

Tax-Efficient Investing


How can your investing strategies minimize tax liabilities?

Have you reviewed your estate plan** within the last five years?

What is your wealth transfer plan, and has it been reviewed for tax-efficiency?

Philanthropic Impact


What organizations do you currently support?

Are there institutions, nonprofits, or organizations you intend to support?

How does your charitable giving align with your personal values?

Leaving Your Legacy


Do you have shared family values?

Have you begun a conversation with your family about the transfer of wealth?

How has your wealth impacted your family?

Protection***


What types of resources and support do you need to prepare heirs to inherit?

What are your goals for preserving your wealth?

What concerns do you have about safety and liability?

How have you managed risk of death or disability?

* Advisory services are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $10,000 to $250,000.

** 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.

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

Your Stepping Stones

As one of the nation’s premier wealth management firms, Wells Fargo Advisors is known and respected for the responsible stewardship of its client’ assets. Driven by a strong and abiding commitment to service, the firm helps its clients succeed financially with investment planning and provides advice for helping them achieve their life needs and financial goals. At The Hunter & White Private Wealth Group, we draw from the vast resources of Wells Fargo Advisors in order to provide you those tools that will help you take steps to reach your goals.

You may find the investing world to be intimidating. Or, you may believe that you do not need to work with a Financial Advisor. No matter how you feel, we welcome the opportunity to meet with you, get to know you, and detangle the complexities.

Take the Next Step

Even if you are uncertain about working with a Financial Advisor, we encourage you to reach out to us today to schedule a call, or visit, for a confidential, no-obligation consultation.

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