Our Services

Comprehensive Services

Investment Management

Investing to work to achieve your vision of the future

Risk profile assessment

Rebalance strategies

 

Retirement Planning

Social Security claiming strategies
Retirement plan investments
Retirement plan distributions
Retirement income strategies
Cash flow & budgeting
Stock option grants or restricted stock

Life Transition Strategies

Job change
Coping with Illness
Marriage
Birth of a child
Retirement
Death of a loved one
Sudden income
Divorce

Education Planning

Education savings strategies
Invest for children or grandchildren
Identify suitable tax-efficient investments

Legacy & Trust Planning*

Wealth preservation and transition strategies
Trust and tax-efficient investment strategies
Legacy strategies to control wealth transfers
Family wealth planning with next generation

Charitable and Community Giving

Charitable planning
Strategies to instill philanthropic values in the next generation

 

Risk/Insurance Planning*

Adequate insurance protection
Management plan for incapacity/disability
Healthcare expense planning
Medicare options
Long-term care strategies

 

Access to banking and lending services through Wells Fargo affiliates**

Residential mortgage
Home equity financing
Securities-based lines of credit

Coordination with CPA & Attorney***

Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies



Is your investment plan on track?. Email us.

 




* 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.

** Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Icon.jpg

***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.