Comprehensive Wealth Management Services
The WHM Group helps our clients with an extensive array of services in addition to providing asset management advice.
Investment Planning | We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your financial advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth management as we work to help you build, manage, preserve, and transition your wealth.
Retirement Planning and Cash Flow Analysis | Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you 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.
Family Wealth Management | Our multi-generational planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family get the clarity and advice necessary to plan for the responsible stewardship of your family's wealth over generations.
Our team will review your current estate plan to ensure it is up-to-date and your investments are properly structured to protect you, your family and your wealth. This includes working with your attorney in 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 group will work with your CPA to help you integrate your investment and estate planning strategies or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.
Business Succession Planning | Whether you want to sell your business outright, transition it to the next generation, or have your current employees take ownership, our team can help. We provide you and your professionals with access to highly specialized business advisory and valuation services.
Institutional Consulting Services | We are highly experienced in working with pension plans, trust departments and foundations. Our team will consult with your organization's administrative team and/or board of trustees to evaluate opportunities, review or create an investment policy statement, educate members and provide well-informed answers.
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.