Our Services
Investment Management
You deserve to have your money work for you. We provide a diverse set of investment choices ranging from stock portfolios, mutual funds, ETFs, specialized and custom portfolios, as well as tax-efficient and tax-deferred investment options. This also includes education planning through 529 accounts, next generation gifting through minor accounts, and corporate services through self-directed 401(k)s. These capabilities enable us to align our recommendations with your specific goals and risk allocations.
Retirement Planning Strategies
We tailor our plan to each client’s unique goals and circumstances. We focus on finding the balance between growth, income generation, and safety of principal – key elements for a successful retirement. This approach allows for predictable streams of income while also maintaining enough long-term investment exposure to support growth.
Legacy Planning Strategies
As you think about the legacy you will leave behind, it is important to consider a variety of factors. We focus on making sure your wealth is properly structured, so that it passes to the next generation in the most tax-efficient manner possible. We collaborate with your other professionals, such as tax and estate attorneys, CPAs, and other trusted advisors to ensure that all aspects are working together. We are honored to educate our clients and their families on the importance and responsibilities of being stewards of their wealth.
Risk Management
You work hard to build your wealth, and you deserve to have it protected. As we all know, life doesn’t always go as planned. Which is why we place an emphasis on carefully structuring your assets and planning for contingencies. We strive to help mitigate and reduce as much risk as possible by using insurance and long-term care strategies, as well as proper cash flow analysis.
Trust Services
You might have unique circumstances or specialized needs that require a trust to properly preserve and distribute your wealth. In many instances, trusts can offer the necessary structure and administration to help meet these goals. We partner with several different trust companies to help administer, manage, and distribute your trust assets, and we act as the liaisons between you and the trust company.
Charitable Giving
We want you to align your wealth with your heart and mind. Which is why we can help you develop planned giving strategies and allow you to capitalize on the estate and tax benefits associated with charitable donations. We coordinate these efforts with community foundations, churches, universities, scholarship funds, and other charities that are important to you and your family.
Disclosures
Trust services 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.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.