Client-Focused Investing

KNOWLEDGABLE

We provide a clear understanding the current state of the industry and how the affect your financial goals.

COMPREHENSIVE

We provide investment planning that gives you a roadmap to everything from your short to long-term financial objectives.

RELATIONSHIP

To us, our clients are treated like our neighbors and friends. You’ll never be treated like a number on our roster.

OUR SERVICES

INVESTMENT MANAGEMENT

Determining your asset-allocation needs and true diversification. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

RISK MANAGEMENT

Reviewing existing life, disability, and long-term care insurance policies. Help finding a new suitable policy for your specific situation.

EMPLOYEE AND EXECUTIVE BENEFITS

Helping your business attract and retain qualified employees through benefit packages.

TAX MANAGEMENT

Making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

ESTATE PLANNING AND WEALTH TRANSFER STRATEGIES

Help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.

EDUCATION FUNDING

Recommending investment and accumulation strategies to help you pay for your children's and grandchildren's educational pursuits.
Katterhenry Investment Group 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.

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