Core Service Offerings

To help you achieve your goals, the Stutzmann-Moore Wealth Management Group provides customized services and tools to help meet your changing financial needs. We employ Wells Fargo Advisors' Envision® planning process as an effective tool to bring objectivity to investment planning and clarify your life dreams and objectives.

Investment Planning and Portfolio Construction 

We craft a forward-thinking plan that is designed to help support today's objectives and tomorrow's goals
  • Customized investment planning
  • Comprehensive net worth statement
  • Income tax and cash flow analysis*
  • Retirement income strategies
  • Retirement planning and goal monitoring
  • Charitable giving techniques

Estate Planning Strategies and Trust Services**

  • Revocable and irrevocable trust services
  • Business advisory services
  • Estate services
  • International client investment services
  • Legacy trust
  • Asset allocation strategy
  • Education planning
  • Executive compensation planning / employer stock option analysis
  • Portfolio risk analysis
  • Business succession planning
  • Intergenerational wealth transfer

  • Life management services
  • Oil, gas and mineral management
  • Philanthropic services
  • Real estate asset management
  • Special needs trust services

Other Key Services

Along with our access to a wide variety of professionals – including estate planning advisors/attorneys; CPAs; Disability, Life Insurance, and Long-Term Care Consultants; and Government and Employee Benefits Consultants – we can provide our clients with the following additional services:
  • Facilitate defined-benefit plans / profit-sharing plans
  • Non-qualified deferred compensation
  • IRAs, Roth IRAs, conversions, and other IRA strategies
  • Prototype retirement plan
  • Insurance strategies for life, health, disability and long-term care***
  • Annual review (a process to track your progress against goals)
  • Internet resources to assist with online account management
We will also work in tandem with your attorney or accountant as required.*

*Wells Fargo Advisors does not provide legal or tax advice.
**Available through affiliates.
***Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.