The stronger the connection we have with you, the more we can work toward adding value.
Our client-centered process focuses on building a caring and collaborative relationship with you and your family.
Building Wealth
Time is one of the most important variables when it comes to building wealth. Investment success comes with starting early, investing wisely, and focusing on achieving life’s goals and objectives. Our team helps individuals and families prepare for what’s ahead and put together a wealth plan to keep up with the future.
Our team offers advice and guidance to help you:
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Determine appropriate investment strategies for growing wealth
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Find tax efficient strategies–so you keep more of what you earn
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Identify strategies for reducing debt and saving more
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Potentially maximize employee benefit plans
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.
Managing Wealth
Wealth plans must be reviewed and adjusted to preserve and grow your assets. Our team helps put the technical strategies in place to help build wealth and provides communication and guidance to help keep your plan on track. 
Our team can help you:
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Adjust investment strategies as markets dictate or retirement approaches
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Reduce the effects of market volatility as retirement nears
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Prepare for rising healthcare costs in retirement
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Consider how to make tax-efficient charitable donations
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Identify the most appropriate timing for incorporating pension and social security income streams
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Determine an optimal Social Security strategy
Enjoying Retirement
You’ve worked hard for your money. Now it’s time to enjoy it. We can help you leverage your assets so you can enjoy the next chapter of your life. Let us help you prepare for what’s ahead and put an income plan in place to keep pace with the future. 
Our team offers advice and guidance to help you:
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Feel confident that your money lasts as long as you do
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Create risk-managed investment strategies that are appropriate for your needs in retirement
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Determine a strategic asset allocation to help reduce the effects of market volatility
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Create tax-efficient investment strategies
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Analyze existing insurance coverages and determine gaps to fill in order to protect family members and assets
Transferring Wealth
Creating and implementing legacy strategies evolves your entire family. Getting to know your family members and focusing on financial education early can help set up younger generations for success.
Our team offers advice and guidance to help you:
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Build legacy plans for distributing wealth
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Implement strategies to help minimize taxes
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Educate children/grandchildren about money and investing
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Confront questions, help to unpack family dynamics, and seek innovative solutions to family needs
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Identify resources available to help foster family values across generations
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Prepare children/grandchildren to handle their inheritance
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.