Wealth Planning

The team at Utter Pike Private Wealth Management takes a comprehensive approach to wealth management and tailors each strategy to each client’s specific goals and risk profile. All of the wealth plans cover the four cornerstones of wealth planning including, investments, asset protection, liability management and legacy and estate planning strategies. 

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Specialized Wealth Planning

The approach at Utter Wealth Management includes the team's experienced professionals, Wells Fargo Advisors as well as Wells Fargo and Co. affiliates who proactively work with clients to help manage their unique assets and changing needs, including:

  • Life management services to help maintain personal and financial independence

  • Special needs trust services to help address the needs of individuals living with a disability

  • Business advisory services to help business owners manage, value and transition privately held companies

  • Legacy trust to help families preserve and transition wealth to benefit multiple generations

  • Real estate asset management providing professional real estate asset management services

  • Oil, gas and mineral management helping manage oil, gas, and mineral royalties and assets

  • Liability management, analysis and optimization. Through Wells Fargo affiliates, we provide access to banking services to help; establish securities-based lines of credit, gain residential mortgages, tap home equity financing, utilize small-business financing, secure credit cards

  • Establish philanthropic and gifting techniques

Managing the Details of Family Wealth

Life changes, and so do a family’s financial needs. The team at Utter Wealth Management provides thoughtful advice and creates solutions to help clients prepare for and meet all the critical events throughout life, create legacy plans to help minimize taxes and control the distribution and transition of wealth.

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Turn goals into reality. Learn about the suite of comprehensive wealth management services. 

Wells Fargo Advisors is not a legal or tax advisor.

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.

Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.

There is no assurance that the price and yield performance of the index can be fully matched. An index is unmanaged and not available for direct investment.

Independent money management may not be suitable for all investors.

Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.