Our Experience

We execute a carefully designed system for reviewing the following areas of focus with the clients we serve. It is important that we have a complete understanding of all areas of the client’s wealth management strategy to ensure alignment with their lifetime goals.

Asset Allocation Strategies

Determining how much to invest in stocks, bonds, cash, and real estate-oriented investments may be one of the most important decisions you will make regarding your investment plan. We provide advice and counsel to help you determine the appropriate asset allocation based on your lifetime goals and risk tolerance.

Investment Management

Advisory (fee-based) account management focuses on the long-term benefits of your Wealth Management strategy. We provide specific recommendations on how we will manage your investments. We will apply tailored strategies to handle day to day decisions of what to buy and sell. We will review performance and style allocation regularly and recommend changes as necessary to achieve your lifetime goals.

Retirement Income Strategies

Most of the clients that we work with would like to increase their cash flow during retirement. They also want confidence that their retirement income plan is conservative and sustainable throughout their lifetime. We design the strategy that works for you and provide a system for continual review to help make sure it stays on track.

Liability Management

Focusing on both sides of your personal balance sheet is a crucial part of your investment plan. We will work together to review your liabilities to assure you are using the best options for your situation. Through Wells Fargo affiliates, we can provide you with access to lending and banking services.

Wealth Transfer Planning

It is important that your investment plan is properly integrated with your estate plan. Our process designs investment strategies in the context of multi-generational wealth transfer. We work with your Estate Planning Attorney to make sure that we understand your estate plan so our strategies complement their work.

Family Security

Insurance is a critical part of any plan. We will review your life, health, long term care, and disability coverage with your insurance professional to make sure your policies are strong.

Online Account Services

After the initial execution of your plan, we will continue to coordinate and oversee your investment portfolio and make sure it stays on track with your goals. Quarterly performance reports and periodic review meetings will keep us up to date with any changes in your life. We will keep you up to date with our progress on an ongoing basis.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance company Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.

Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $10,000 to $250,000.