Who We Work WIth
Working with Individuals and Families
Many of the Yalanis Private Wealth Management Group’s clients have worked with us for years. Our clients are married, single, widowed and divorced yet all rely on our stewardship and financial guidance. As a testament to our deep client relationships, we often work with multiple generations of the same family, providing wealth management strategies that not only work for the parents, but also serve the well-being of their children and grandchildren.
We help individuals and families with:
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Wealth and retirement planning strategies
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Retirement income analysis and planning
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Tax-efficient retirement investment strategies
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Social Security, Medicare, and Long-Term Care planning
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Risk management strategies
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Trust and estate planning
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Wealth transition strategies
Families are very important to us. We welcome the opportunity to meet with a family member who may need help in developing a path toward financial success. We will take the time to review their situation, discuss the results from our planning process, explain any concerns that may need to be addressed, answer questions and discuss potential next steps.
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.
Businesses
Businesses and their owners often have complex, multidimensional financial needs. With our independent thinking, deep resources , state-of-the-art planning technology, we tailor our services to meet the needs of our diverse business clients. Innovative problem solving and our comprehensive planning approach helps us seamlessly manage both your business and personal wealth. Working as a team, we proactively communicate and coordinate with your outside professionals to assist us in solving your financial needs.
We help businesses with:
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Business planning
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Employee-sponsored retirement plans
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Tax-efficient investment strategies
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Risk management strategies
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Succession strategies
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Business valuations
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.
Working with non-profit organizations
Our goal is to provide investment guidance for your organization’s long-term success. As a Senior Private Investment Management (PIM) portfolio manager and fiduciary advisor, Chris Yalanis and the Yalanis Private Wealth Management Group has been serving the needs of foundations, charities, endowments and other non-profit organizations for years. Our disciplined process and long-term relationship approach lets you focus more of your attention and energy on your organization’s mission.
We help non-profits with:
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Fiduciary roles
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Asset allocation strategies
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Investment research and analysis
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Customized portfolio design
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Cash flow planning
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Due diligence and performance reporting
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.
Working with our network of professionals
We serves as a valued resource to your business or professional practices. As an attorney, CPA or other professional, you can rely on our investment insights and professional advice to complement your existing services. Our goal is to collaboratively together for our shared client’s success.
We help our professional network with:
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Strategic advice
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Investment reviews
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Tax planning
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Cash flow planning
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Family governance
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.