Our Services

At the Oak Valley Wealth Management Group, we are committed to providing you with informed perspectives to help you meet your financial needs and challenges. As your trusted advisors, we begin with a deep understanding of your priorities and then utilize the appropriate investments to help achieve your financial goals.

Together, we will develop a customized strategy to help you
BUILD, MANAGE, PRESERVE, AND TRANSFER YOUR WEALTH


Investment Planning

  • Assessing your tolerance for risk

  • Portfolio management

Retirement Assets & Company Benefits

  • Retirement plan investments

  • Stock option grants or restricted stock

Personal Risk / Family Security Generation

  • Ideal and efficient life insurance protection when appropriate

  • Management plan for incapacity/disability and long- term care

Access to Banking and Lending Services through Wells Fargo Affiliates

  • Residential mortgage and home equity financing

  • Securities-based lines of credit

Cash Flow / Cash Reserve

  • Income planning

  • Emergency funds

  • Cash alternatives

  • Short term savings vehicles

 Government Benefits

  • Social Security and Medicare strategy

Education Planning

  • Invest for children or grandchildren

  • Identify suitable tax-efficient investments

Wealth Preservation Strategies

  • Types of ownership; beneficiary designation

  • Generational wealth transfer

  • Other wealth preservation strategies

Income Tax Planning

  • Identify tax-efficient portfolio strategies

  • Manage capital gains, losses, and alternative minimum tax (AMT) exposure

Charitable & Community Giving

  • Discuss various charitable giving techniques/vehicles

Planning for Business Owners

  • Retirement plan solutions and design (401K, SEP, IRAs)

  • Consider personal objectives in the framework of business objectives

  • Discuss various risk mitigation techniques

  • Identify key man needs and implementation

Oak Valley Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, DE, FL, GA, IN, MD, ME, MO, MS, NC, NJ, NY, OH, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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