Who We Help

The Kelleher Group of Wells Fargo Advisors takes the time to build lasting relationships with each individual and family member to help manage each client’s wealth to meet their needs now and to the future. The team provides trusted advice and guidance for the many questions that come up throughout life:

• How do I make sure my investments are aligned with my goals?

• How much do I need for retirement?

• What can I do to reduce the taxes I am paying on my investments?

• How can I plan for a career change?

• How should I plan for healthcare costs in retirement?

• How do I balance funding education with saving for retirement?

• How can I put together a legacy plan for distributing my estate according to my wishes?

• What Social Security options are available and which options fit with my retirement income plan?

"The team values the trust clients place in us and always work to help them achieve their goals."

Since your company is one of your most important assets, The Kelleher Group of Wells Fargo Advisors works with you to offer customized products and services to help maximize its’ success and profitability. The team provides trusted advice and guidance to address many questions and situations that come up:

• What role does the business play in my overall wealth plan?

• What options are available for short-term and long-term cash flow and cash management?

• How do I manage my restricted/concentrated equity ownership position in the company?

• What are the options available for offering a qualified and/or non-qualified employer sponsored retirement plan?

• How do I value my business for a sale or transfer, and how will that impact my plan?

"Comprehensive planning designed around your specific needs."

The financial professionals at The Kelleher Group of Wells Fargo Advisors provides a comprehensive analysis of your overall financial picture -including optimizing the value of your compensation package and executive benefits -and can help identify and implement the appropriate solutions, services and strategies for your situation.

• How do I evaluate my professional risk?

• How do I integrate my stock options into my overall wealth plan?

• How can I better diversify my concentrated, restricted or controlled stock positions?

• I need a professional experienced in liability and liquidity management.

• How do I best plan for my child's educational expenses?

• Is my insurance and risk management plan appropriate?

• I need assistance with planning for a future liquidity event.

• How do I ensure my trust and estate is properly set up to pass on my assets to my children or grandchildren?

"The team understands the challenges faced by corporate executives and strive to meet your unique needs and goals."