Critical Wealth Planning Needs

At PFW Advisors, we are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisor, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve, and transfer your wealth.

Your investment plan | Assess your risk tolerance, and rebalance or reposition assets as needed

Education planning | Invest for children or grandchildren, and identify suitable tax-advantaged investments

Retirement assets and company benefits | Retirement plan investments, and stock option grants or restricted stock

Wealth preservation strategies | Types of ownership, beneficiary designations, and wealth preservation strategies

Personal risk/family security generation | Adequate insurance protection, and a management plan for incapacity/disability

Tax-efficient Investment Strategies | Identify tax-efficient portfolio strategies, and manage capital gains, losses, and alternative minimum tax (AMT) exposure

Liability management | A holistic approach to reviewing both sides of the balance sheet

Charitable and community giving | Select suitable charitable techniques, and instill philanthropic values in the next generation

Cash flow/cash reserve | Emergency funds and cash alternatives

Business succession planning | Understand personal and business objectives, and implement appropriate risk management tactics

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

Our Firm is not engaged in rendering legal, accounting or tax-preparation services. Specific questions as they relate to your situation should be directed to your legal and tax advisors.