Strategies and solutions designed to meet your objectives
After I fully understand your circumstances and your goals, I then help you develop an integrated, long-term wealth strategy that addresses multiple aspects of your life. I also help identify and protect you from potential blind spots while addressing the full spectrum of your wealth management challenges.
Your needs are complex, but access to solutions and resources shouldn’t be
Preparing the next generation
My multi-generational investment planning approach allows me to build relationships with your family. When you are ready to have additional family members meet with me, I take the vitally important first step of starting a dialogue that lets you begin to share the critical insights and information that you are prepared to share about your investment plan.
Estate and business succession planning are broad and complex subjects. Based on deep conversations and gaining an in-depth understanding of your needs, wishes, and challenges, I can ensure your plans are structured to help you realize your most important goals for the future of your family, your business, and more, in coordination with your tax and legal professionals.
Coordinating your estate and succession planning strategies
A well-designed plan should reflect your long-term goals and comfort level with risk and will serve as the foundation of our ongoing relationship.
If you’re a business owner who is growing a business, transitioning operations, or selling your business, I can introduce you to specialists at Wells Fargo Bank who can explore the wide scope of options available to you.
Managing a family business
I am dedicated to helping high-net-worth families and individuals navigate the critical challenges of successfully transitioning wealth to future generations and heirs.
Defining your legacy
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company