Key Highlights of the Services We Offer

Education Planning - We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA, a Custodial Account, or another method.

Investment Planning - Working together we will guide you through our precise, disciplined process to develop your customized investment plan and asset allocation. Your plan will serve as the foundation of our ongoing advisory relationship.

Life Insurance - We help you determine the appropriate type and amount of insurance necessary to protect you and your family and/or business from life’s uncertainties.

Retirement Planning - We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy.

Comprehensive Wealth Management Services

  • Advisory
  • Alternative Investments
  • Business Services
  • Capital Market Services
  • Education Planning
  • Envision® Planning Process
  • Estate Investment Planning
  • Executive Services
  • Institutional Consulting
  • Investment Planning
  • Investment Products
  • Retirement Planning
  • Syndicate
  • Tax-Sensitive Investing
  • Wealth Management Services

Lifetime Planning

Investment Planning: There is a beginning, there is a middle, and there is no end.

  • Annual tactical and strategy meetings 
  • Annual Envision update
  • Bi-annual Portfolio Review
  • Yearly tax review with you and your accountant or tax advisor

Access and Analyze


  • Monthly brokerage statements
  • Monthly portfolio snapshot reports
  • Monthly portfolio performance reports
  • Income and portfolio withdrawal reports
  • Asset allocation reports
  • Realized and unrealized gain/loss reports

Online Access

  • Downloadable trade activity
  • E-delivery of monthly statements
  • Access to Wells Fargo Advisors experts