- Customized investment and asset allocation plan developed for you based upon risk tolerance,goals and current portfolio
- Annual Market Summary and Interest Survey with follow-up
- General communication occurring at least on a quarterly/semi-annual basis
- Comprehensive investment planning as needed
- Monthly Newsletter
- Access to the Command Asset Program (see brochure)
- Meetings with your CPA and/or Attorney regarding tax planning, trust/estate planning, life and health insurance and/or topics for yours or your family’s benefit
- Discussions with your business partners regarding wealth/business transfer, tax planning, trust/estate planning, and/or other needs.
- Access to lending services offered through Wells Fargo affiliates
In providing the services as described above, we seek to better understand your needs as our client and help you be an informed, involved investor.