Comprehensive wealth management services

We help our clients with an extensive array of services in addition to providing asset management advice.

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Risk management

Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses.

Retirement planning

We assist in managing most aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow, and your desire to leave a legacy.

Employer-sponsored plans

  • Definied Benefit Plans
  • Defined Contribution Plans
  • Cash Balance Plans
  • 457 Plans
  • Employee Stock Ownership Plans (ESOPs)

It is important to find the right balance for your business between pricing and services, including investments, administrative support, and employee help.

As businesses continue to grow and evolve, it is imperative to regularly benchmark your company retirement plan to see if it is meeting you and your employee’s needs, and to make sure that the fees you are paying are priced competitively compared to the overall market.

We work with a third-party administration and we offer complementary employer sponsored plan reviews for anyone who is interested.

Tax planning strategies

Our team will provide you with an independent investment perspective on various tax and estate strategies you may be considering and refer you to qualified tax specialists.

Social Security income analysis

Our team offers assistance with developing strategies to maximize Social Security lifetime benefits.

Estate planning strategies

We will review your current estate plan to ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes account titling and beneficiary designations, asset recommendations, and planning for the successful transfer and distribution of your assets.

Education planning

We provide analysis to enable you to determine costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA (also known as Coverdell), Custodial Account, or another method.

Corporate Executive Services

Because you are a corporate executive, your compensation package probably includes a significant portion of stock options, restricted stock, and other equity-based grants. As a result, you may face unique investment challenges. To address your complicated financial situation, we offer the breadth and depth of executive services you need without sacrificing the personal attention you deserve.

Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.