Individuals & Families

“We work to preserve what our clients have and help develop strategies designed to make it grow.”

Building deep relationships with each family takes time and trust. We design strategies to preserve and manage wealth now and into the future. Let us address the questions and situations that come up, such as:

What can I do to potentially reduce the taxes I am paying on my investments?

What strategies can I employ to fund unexpected expenses without having to liquidate assets?

Are my investments working together to support my overall wealth management goals?

How should I plan for healthcare costs in retirement?

How can I make the most of my philanthropic giving?

Are my insurance and risk management plans appropriate?

How do changes in estate taxes impact my overall wealth plan?

How can I put together a legacy plan for distributing my estate according to my wishes?

Resources for you and your family

529 Savings Plans

529 plans were made possible by federal legislation but are implemented at the state or institution level. Nearly all states have approved and adopted these qualified tuition programs (QTPs). Most states let nonresidents participate in their plans, although the state tax benefits may be greater for residents than for nonresidents.

Saving for college

Whether your children or grandchildren are toddlers or teenagers, it’s only a matter of a time before they leave the family home, probably as they head off to college. The cost of sending just one child to college for four years can be staggering, and tuition and fee hikes regularly outpace inflation. Rather than sending your children or grandchildren into the world with the burden of student-loan debt, you can save to help cover at least a portion, if not all, of their higher-education expenses. 


Revocable living trusts

A revocable living trust can accomplish a variety of personal, family, and tax planning goals. It typically lets you retain complete control of trust assets during your lifetime, but it also lets you appoint someone who will manage your assets for you, either during your lifetime or after your death. 

 * Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.

Connecting meaning and money

Specialty capabilities to help put the pieces of your wealth plan together.  

Click Here to Request a Personalized Portfolio Review.