You, your law firm and partners have complex wealth management and investment needs that extend beyond the typical financial advisory relationship. I provide trusted advice and a seamless experience as we create comprehensive wealth planning strategies to help you achieve your personal and professional goals.
Leveraging my deep connections and access to specialists via Wells Fargo’s Centers of Excellence, I collaborate with estate planning attorneys, private bankers, family dynamics consultants, philanthropic strategists, and tax professionals to bring tailored expertise to your unique situation. Using these resources we build strategies to help you address questions including:
Leveraging my deep connections and access to specialists via Wells Fargo’s Centers of Excellence, I collaborate with estate planning attorneys, private bankers, family dynamics consultants, philanthropic strategists, and tax professionals to bring tailored expertise to your unique situation. Using these resources we build strategies to help you address questions including:
- What role does my practice play in my overall wealth planning?
- How do I make sure my investments are aligned with my goals?
- What strategic lending* options are available as needs arise throughout my career?
- What insurance coverage do I need to protect my family and my assets?
- What can I do to reduce the taxes I am paying on my investments?
- What options are available to protect the income I need to cover essential expenses?
- What are the options and decisions I need to make around Social Security, Medicare, pensions, distribution options from employer sponsored retirement plans and IRAs?
- What healthcare and long-term care insurance options do I need in place to protect my income, assets and lifestyle?
- How do I build out my estate plan to protect assets and help transition my estate smoothly?
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