Our Services

Our team has over 50 years of combined experience that equips us for almost any possible financial situation.

Our services include:


Our open-architecture platform gives us the ability to build and manage customized investment portfolios to help you meet your financial goals.  We utilize equities/stocks, fixed-income/bonds, CDs, mutual funds, closed-end funds (CEFs) exchange-traded funds (ETFs), money market funds, options, unit investment trusts (UITs) and alternative investments.

Customized planning

As CERTIFIED FINANCIAL PLANNER™ professionals, we have the education and experience to properly advise you on your financial situation.  This may range from guidance on a specific area of concern to providing a fully customized plan.  This may include: investment planning, estate planning strategies, life insurance, Social Security and Medicare, long-term care and healthcare costs, cash flow and budgeting, charitable giving, exectuve compensation assistance, and retirement plan consulting for small businesses.

Retirement income

Our retirement income process is a comprehensive solution that helps you to understand what your cash flow needs are, and to build and manage a portfolio designed to generate the income you need.

Other services

We provide a holistic array of services that encompass all aspects of your financial life.  These services include but not are limited to lending services and life and long-term care insurance through Wells Fargo affiliates.
Wells Fargo Advisors is not a legal or tax advisor. 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 available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

Tax Considerations

For many of our clients, income taxes are a burden.  We can provide income tax planning and strategies to help reduce the adverse effect of taxes on your bottom line.

Some of these strategies may include:
  • Tax-exempt fixed income investments
  • Tax-efficient portfolios
  • Tax-deferred and tax-exempt accounts including: IRAs, Roth IRAs, SEP IRAs, 401(k)s, etc.
  • Life insurance and annuity strategies
  • Estate planning strategies

Wells Fargo Advisors is not a legal or tax advisor.

Sustainable Investing

Sustainable investing aims to incorporate environmental, social and governance factors into investment decisions, and seeks to align an investor's personal goals and values with the promotion of a more responsible, equitable and sustainable world.  Whether it is climate change, gender equality, income inequality, animal welfare, religous considerations or other issues, you can make your voice heard through your investments. 

We are able to help our clients align their wealth with their values through customized portfolio design.  We can utilize a combination of ESG integration, exclusionary and impact investment strategies.