OUR CAPABILITIES

With our full suite of services, we’ll equip you with the right resources to help accomplish your goals.

Asset and portfolio management

While creating your customized investment portfolio, we specialize in selecting the appropriate assets – including stocks, bonds, mutual funds, and more – that are designed to help you work towards your goals.

We structure your portfolio with diversity in mind, for the purpose of removing emotions from the investing process. We seek to increase risk-adjusted returns and to provide you with a smoother ride to lessen the impact of market fluctuations.

_{Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.}

Multi-generational planning

As a service-oriented team, we strive to expand relationships with all generations of your family to help them better understand the challenges of investment planning and properly managing wealth. We want each of our clients to have the clarity, confidence, and professional advice necessary to plan for the responsible stewardship of family wealth.

Comprehensive financial management doesn’t stop with a review of your lifetime – it looks at future generations and what sort of legacy you want to leave for them.

Retirement planning

We understand that careful retirement planning is crucial while you aim to preserve your wealth and maintain your lifestyle in your later years. After helping you identify your retirement plan goals, we will assist in estimating how much you need to save to retire comfortably and help develop a plan.

We can present options for 401(k) plans, IRAs, and more, while evaluating and adjusting your plan as changes inevitably occur in your life.

Estate planning strategies

When it comes to matters like a will or assigning beneficiary designations, the estate planning process may seem overwhelming. Your team of trusted professionals – including your financial advisor, an estate planning attorney, and your accountant – can guide you to help you avoid potential pitfalls.

If you currently don’t have relationships with an attorney and an accountant, we can make recommendations, discuss our role in the planning process, and discuss how you can get started.

Additional services

Insurance and Risk Management¹
Tax Considerations and Efficiency²
Liability/Liquidity Management
Business Succession Planning³
Gifting and Philanthropy³
Concentrated Stock Services
Education Funding

For additional information about our services above, contact us for more information.

_{¹Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

²Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.}

_{³Wells Fargo Bank,N.A.("the Bank") offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.}