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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.”
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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 strategy should be reviewed by an attorney who specializes in estate planning strategies 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.