Working with Individuals and Families

Building deep relationships with you and your family takes time and trust.

We leverage the expertise of our team and the resources of Wells Fargo Advisors to help manage your wealth more efficiently. We design strategies to preserve and manage your wealth now and into the future and can help answer questions including:

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How much do we need to be setting aside for retirement now?

How will a job change at this point in our career effect our retirement planning?

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

How should I plan for healthcare costs in retirement?

How can I make the most of my philanthropic giving?

What are appropriate ways to help fund my children or grandchildren's education costs?

How can I prepare for personal and financial independence as I age?

Are my insurance and risk management plans appropriate?

How do changes in estate taxes impact my overall wealth plan?

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


Is Your investment plan on track? Email us. 

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.