Comprehensive Services

Years of experience provides the team with expertise across many areas of wealth and investment planning. Using integrated strategies, the team helps families get their financial affairs organized so they can build a plan to grow, protect, manage and transition wealth.

Investment Management

Risk profile assessment

Rebalance strategies

Sustainable investing

Tax-efficient strategies

 

Retirement Planning

Social Security claiming strategies

Retirement plan investments

Retirement plan distributions

Retirement income strategies

Cash flow and budgeting

Stock option grants or restricted stock

 

Life Transition Strategies

Job change

Coping with Illness

Marriage

Birth of a child

Retirement

Death of a loved one

Sudden income

Divorce

 

Education Planning

Education savings strategies

Invest for children or grandchildren

Identify suitable tax-efficient investments

Legacy & Trust Planning

Wealth preservation and transition strategies

Trust and tax-efficient investment strategies

Legacy strategies to control wealth transfers

Family wealth planning with next generation

 

Philanthropic and Community Giving

Charitable planning

Strategies to instill philanthropic values in the next generation

 

Risk/Insurance Planning

Adequate insurance protection

Management plan for incapacity/disability

Healthcare expense planning

Medicare options

Long-term care strategies

Insurance products are offered through our affiliated nonbank insurance agencies

 

Access to banking and lending services through Wells Fargo affiliates*

Residential mortgage

Home equity financing

Securities-based lines of credit

 

Coordination with CPA & Attorney***

Coordinate collaborative meetings

Review of legacy documents and tax returns

Implement tax-efficient investing strategies

* Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. CCC Equal Housing Icon.jpg

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

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 (AZ, CA, CO, CT, DE, FL, GA, IA, IL, KS, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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.

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