COMPREHENSIVE INVESTMENT PLANNING

We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, 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. This includes:

  • Pre- and post-retirement planning
  • Estate planning, coordinated with your legal advisor as needed
  • Income tax planning, coordinated with your tax advisor as needed
  • Long-term care analysis
  • Insurance planning
  • Education planning

Portfolio Management

Parker Private Wealth Management Group offers discretionary portfolio management for investors who seek the flexibility to efficiently build and maintain a customized portfolio using a diverse selection of investments. We provide active, strategic investment management and tactical portfolio rebalancing with the objective of helping you achieve specific investment goals throughout various market cycles while buffering market volatility. This includes personalized asset allocation, fee-based private investment management, tax-advantaged investments and annuities, mutual fund programs, fixed-income investments, and performance monitoring.

Services for Business

We provide corporate executives and business owners with strategies designed to increase corporate and personal net worth as well as maximize employee benefits. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.

Retirement Services

We are passionate about serving as an advocate for our client plan sponsors and their employee participants. Our highly skilled retirement plan experts are dedicated to delivering fully customized retirement plan solutions designed to achieve the objectives of plan sponsors. This encompasses minimizing liability, optimizing plan designs for employees and advocating for participants to make retirement readiness a top priority. Learn More 

Specialized Services

We offer a highly specialized area of expertise in assisting plaintiffs and their families in rebuilding their financial security after an accident, medical mishap or loss of a loved one. Whether it is setting funds aside for healthcare, opening Special Needs Trusts, or managing a budget to cover bills and expenses, we have the resources and expertise to effectively execute your plan.

Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.

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