Our Services

We serve individuals, businesses, foundations, and endowments in all areas of investment planning to help build, manage, protect, and transition wealth. 

We add VALUE to our clients by administering the following:

Investments 

A) Determining your asset-allocation needs

B) Helping you understand your risk tolerance

C) Recommending the appropriate investment vehicles to help you reach your financial goals

D) We provide discretionary portfolio management strategies using individual equity strategies, fixed income, exchange traded funds (ETFs), mutual funds, and alternative investments.

Retirement Planning

A) Help making the most of your employer-sponsored retirement plans and IRAs

B) Determining how much you need to retire comfortably

C) Managing assets before and during retirement

The Envision Process® - Wealth Analysis Planning Process

A) Goal-based advice with statistical modeling capabilities

B) Wealth Analysis tool that allows our group to constantly monitor, model, and prioritize your goals based on life circumstances

Tax Management*

A) Help making sure your portfolio is tax-efficient

B) Developing tax-efficient investment strategies

C) Referring you to qualified tax specialists

Estate Planning*

A) Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts

B) Help preserve your estate for your intended heirs

C) Help establish beneficiary designations

D) Help reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors

Education Funding

A) Recommending investment and accumulation strategies to help you pay for your children's education

B) 529 Plans

Risk Management (Insurance)

A) Reviewing existing insurance policies

B) Term-Life Quotes

C) Long-Term Care Quotes  

Employee and Executive Benefits

A) Helping your business attract and retain qualified employees through benefit packages

B) Managing/Administering 401k Plans


*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

*Trust services available through banking and trust affiliates in addition to non-affiliated. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

*Discretionary portfolio management is provided through Advisory Accounts.  Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.