What We Do

It all begins with building personal relationships based on trust with our clients. This provides the foundation for the team to understand a client’s life goals and ultimately deliver a plan designed to achieve those objectives in a comfortable manner.
We strive to help our clients achieve their goals for building and preserving retirement income, living in retirement, managing trust and estate issues as they relate to our investment plans, wealth transfer strategies, business owner transition tactics, and any other wealth management goals our clients are facing.
As professional advisors, our goal is to help our clients achieve the best returns possible with the least amount of risk necessary to achieve those goals. We develop sound investment plans – making any necessary changes based on life events and life stages – aimed at ensuring the best likelihood of success.

“Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do … It is a matter of managing your money properly.”

- Noel Whittaker

Private Wealth Partners
Wealth Directions

Wealth Directions is a truly customized approach that is designed to help keep your wealth management plan on course. You will always know your wealth management bearings and where you stand in relation to your goals. After identifying your needs, time horizon and risk tolerance, we use our Wealth Directions process to set a course of action to deliver recommendations across all of your “wealth points.”
what we do graphic.png






















Investment Management

We take a goal-driven approach to investment management and create your personal investment strategy to address your specific objectives.
  • Asset allocation review
  • Stock and bond investments
  • Income strategies

Retirement Planning

Maintaining your lifestyle throughout retirement is a critical component of your Wealth Directions plan. We analyze your current retirement plans and future needs including:
  • IRA and 401(k) strategies
  • Future liquidity events
  • Retirement income needs

Tax Strategies

Part of your Wealth Directions plan includes building tax efficiency into your plan and coordinating with your tax professional to address tax issues including:
  • Tax reduction strategies for business owners
  • Tax implications of stock benefits plans for executives
  • Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor.

Legacy Planning

Planning ahead helps provide more confidence to you and your family. Let us coordinate with your legal professional to address the following:
  • Review trusts and wills
  • Estate planning strategies
  • Chartable strategies
  • Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Gifting

We help you plan for and provide a lasting legacy for generations to come through well-structured gifting strategies.
  • Working in collaboration with your tax and legal advisors

Insurance

We incorporate liability and asset protection strategies into your plan and build strategies designed to address them.
  • We look at both sides of the balance sheet to ensure a comprehensive view of your financial situation
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.


Stock Options

We assess your stock options, restricted stock and address areas of concentrated risk.
  • Diversification strategies
  • Exercise and sale of employee stock options


Cash Management

We help you with cash flow analysis.


Business Owner & Executive Services

We offer a range of solutions for business owners and corporate leaders, including retirement planning, advisory services, investment strategies, and exit planning.


Access to Lending Strategies

Customized lending services are available through our Wells Fargo affiliates.

Our Planning Process

Our wealth management process hinges on successful collaboration between our team and our clients. Our process is designed to establish and deepen relationships while implementing strong investment plans built based on decades of wealth management experience.

The Envision® Process of Wells Fargo Advisors is a method to identify, define, and achieve your goals. Combining goals-based advice with sophisticated statistical modeling, this unique process creates an effective, easy-to-understand method for you to prioritize and achieve important life goals. 
envision wheel.png



The Envision process offers you an effective way to identify your highest-priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio’s performance against a standardized index, such as the S&P 500, we monitor your progress toward achieving your life goals on your own fully customized index. It includes:





















Identifying what is important in your life and helping you prioritize your financial goals
Coordinating and integrating cohesive solutions for all your financial affairs, including wills, mortgages, insurance, and “tax-smart” strategies
 
Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon
You can monitor your results, reviewing changes in your circumstances, and adjusting your investment strategy as necessary based on your situation

Research shows that among surveyed Envision plan holders:

98 agree.png

their plan is personally tailored to meet their unique financial goals
96 agree.png

having an Envision plan helps them feel better prepared for retirement
92 agree.png

their plan helps them talk to their Financial Advisor about significant life events
Source: Results are based on a survey conducted online by Versta Research from June 5-June 22, 2019 among 457 Envision clients with Financial Advisor relationships. Results are not representative of other client experiences or indicative of future success or performance. The Envision process is a brokerage service provided by Wells Fargo Advisors.

IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. 

Envision® methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2020 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CT, DC, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX