Comprehensive wealth management solutions

In addition to our in-depth planning and comprehensive investment approach,
we offer a wide range of wealth management solutions, including:

Investment Planning

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We are committed to providing clients with informed perspectives and tailored approaches to their needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth.

Pre- and Post-Retirement Planning


Our retirement planning services are designed to allow clients to identify their specific retirement goals and develop a plan to help achieve them. 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. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

Estate Planning Strategies*

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We will review your current estate plan to help ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans or evaluate potential strategies from a tax perspective as a component of wealth transfer planning. We also coordinate with your other professional advisors and estate attorney to ensure every expert is on the same page.

Charitable Giving


We will help clients define their charitable giving and philanthropic objectives and offer potential strategies to help achieve those goals in a tax-advantaged manner.

*Wells Fargo Advisors is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.

Wealth Protection Strategies**


Insurance protection is a crucial element of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life, and long-term care insurance. We will also review your existing insurance policies.

Business Solutions

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We provide corporate executives and small business owners with recommended strategies designed to increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, and business transition strategies.

Liability Management


As a Wells Fargo Advisors client, you have access to Wealth Management, Commercial Banking and Investment Banking, as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates.

Social Security and Medicare Benefits

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As part of our retirement planning services, we also employ an account distribution sequence strategy integrated with Social Security and Medicare benefit guidance. The decision about when and how to claim your Social Security and Medicare benefits can be one of the most complex and important choices you will make leading into retirement. Our team will conduct a Social Security benefit modeling and benefit analysis to work to maximize your lifetime benefits. In addition, out dedicated group of Medicare experts provides guidance during every step of Medicare enrollment.

**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.