Planning Services

We provide tailored financial solutions and independent, world-class investment advice. Our highly personalized services, extensive experience, and sophisticated investment strategies offer clients the experience of a private investment office. Meanwhile, our firm's affiliation with Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients without a relationship with Wells Fargo Bank, N.A.

Building on Strengths

  • 45% of U.S. millionaires are women1
  • 42% of women are their family’s primary breadwinner2
  • Women control $14 trillion of U.S. personal wealth3

When asked to rate their own investor experience level, far fewer women say they have a higher level of experience. This perceived lack of experience has consequences – more women than men are fearful of a market downturn, women tend to expect lower returns on their investments, and women are more likely to say they are afraid to take investment risks in hopes of generating higher returns.4

Yet, according to data from the World Health Organization, women tend to live longer than men, meaning that their investment assets will have to last longer. Women generally have a longer investment time horizon than men of the same age, so women may benefit from becoming more comfortable with growth assets, such as stocks, in order to meet their financial goals.

  • Women tend to earn higher returns on their investments for the risks they take
  • Women tend to be more willing to seek education and advice from investment professionals

Learn more about Investing

The Salon Magura Wealth Management group can help you understand the basics of investing – things like setting aside enough cash for an emergency, defining your time horizon and risk tolerance, and developing an appropriate asset allocation*.

We can help you set investment goals that fall into the categories of income, growth, or a mix of the two. Moreover, each of your investment goals will generally have an associated time period that helps determine what type of assets you should potentially use to assist you in your investment goals with the appropriate level of risk.

1Source: The American College, 2010
2Source: Center for American Progress analysis of data from the U.S. Census Bureau, 2015
3Source: BMO Wealth Institute, 2015
4Wells Fargo/Gallup Investor and Retirement Optimism Index, November 2018.