How We Help

Our team takes a comprehensive approach to each client’s unique situation. Planning is at the heart of our practice, with our various services enabling us to help clients reach their financial goals. We are pleased to extend all of the following services to you and your family!




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Our team offers multiple investment services, including traditional brokerage and individual retirement accounts (IRAs). We primarily have advisory based relationships, with accounts diversified by both asset type and classification.

• Brokerage Services
• Advisory Services1
• Tax-sensitive Investing


1 Advisory programs may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for advisory programs will vary.
We help clients analyze current liabilities opposite investments and other assets. Lending services available through Wells Fargo affiliates.
  • Investing vs. Debt reduction
  • Access to lending services2
    • Mortgages/home lending2
    • Securities-based lending3
    • Business financing

2 -Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. 

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Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

3 - Securities-based lending has special risks and is not appropriate for everyone. If the market value of a client’s pledged securities declines below required levels, the client may be required to pay down his or her line of credit or pledge additional eligible securities in order to maintain it, or the lender may require the sale of some or all of the client’s securities. Wells Fargo Advisors will attempt to notify clients of maintenance calls but is not required to do so. Clients are not entitled to choose which securities in their accounts are sold. The sale of their securities may cause clients to suffer adverse tax consequences. Clients should discuss the tax implications of pledging securities as collateral with their tax advisors. An increase in interest rates will affect the overall cost of borrowing. All securities and accounts are subject to eligibility requirements. Clients should read all lines of credit documents carefully. The proceeds from securities-based lines of credit may not be used to purchase additional securities, pay down margin, or for insurance products offered by Wells Fargo affiliates. Securities held in a retirement account cannot be used as collateral to obtain a loan. Securities purchased in the pledge account must meet collateral eligibility requirements.
We help clients plan and save for loved ones’ future education costs by providing access to 529 and other education savings plans
  • 529 Plans
  • Education Savings Plans
We work with clients to answer the intimate question of "When can I retire?" by utilizing the eMoney planning software.
  • IRAs (Roth, SEP, SIMPLE)
  • 401(k) Plans
  • Retirement cash-flow
  • Social Security / Medicare
We are happy to support our clients’ businesses by serving as the advisor for employer sponsored plans or helping to manage business brokerage accounts.

  • Business Accounts
  • ESOPs
  • Employer Sponsored Plans
Estate planning strategies4 are crucial to properly transfer hard earned wealth. We help guide clients with creating trusts, coordinating charitable giving, and educating the next generation.
  • Charitable Giving
  • Trust Services
  • Next Generation Education
More information here.

4 -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.