Our group provides customized, comprehensive wealth management that encompasses all aspects of investing and we are dedicated to helping grow and preserve the prosperity of the people we serve. This also includes liability management, risk management through various asset protection strategies, and trust, estate, and fiduciary services. Through our Wells Fargo affiliates, we offer access to lending and banking services. Simply said, we do more than just manage your money. We have built a successful practice that focuses on working with select individuals, families, pension plans, non-profits, professionals, and business owners who expect a high level of service. Many of our clients have been with us for decades and have now seen their children and grandchildren employ our practice.
The Schupp/Plemmons/Cook Wealth Management Group is an asset-based, advisory (fee based) wealth management group. Advisory services including investment advice, investment planning, retirement planning, trading, and administrative costs are part of one fee (account minimums apply). We take pride in meeting with our clients on a quarterly, semi-annual, or annual basis, and as needed due to life events.
We invite you to explore our website, where you can learn more about us, our wealth management, investment planning, and investment management services.
Trust services is available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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. Wells Fargo Advisors does not act as a fiduciary and does not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. There is a minimum fee per calendar quarter to maintain this type of account. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $25,000 to $200,000.