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Our Collection of Services

We develop tailor-made strategies that account for each client’s life goals and which help preserve and grow their wealth. We utilize a full suite of wealth management services to help achieve these goals – while the list below does not capture all our capabilities, it contains some of our frequently requested services:

Retirement Planning

  • IRAs and distribution options
  • 401(k) options
  • Roth IRAs and conversions
  • Business retirement plans

Legacy Planning and Wealth Transfer

  • Multi-generational planning
  • Education funding
  • Financial literacy and ongoing education
  • Will creation and beneficiary designation

Philanthropic and Gift Planning

  • Plans for organizations with important significance
  • Tax implications and potential tax breaks

Investment Management

  • Stocks and bonds
  • Mutual funds
  • Annuities and options
  • Private debt, private equity, and alternative investments

Tax Planning Strategies

  • Formulating investment strategies with tax-efficient considerations
  • IRA and inherited IRA distribution strategies
  • Roth conversion analyses
  • Collaborating with CPA or tax professionals to optimize tax planning

Estate Planning Strategies

  • Charitable giving strategies
  • Access to trust services (through Wells Fargo Private Bank)
  • Working with estate planning professionals