Gain Clarity. Enjoy Confidence.
Collaborative approach
We work collaboratively with you to develop your investment plan, so you gain the clarity that comes from seeing your financial situation in a fresh and revealing way. You will enjoy a sense of confidence that comes from knowing you have a plan in place that addresses your comprehensive wealth planning needs.
Planning isn’t a “one and done” process
We will help you celebrate success and address challenges throughout your life, including, marriage, divorce, career change, children, retirement, home purchase and education. Our planning is flexible and is used as a decision-making tool. As your needs evolve and decisions need to be made, we will evaluate the options available and help you understand the impact of each choice, so you are positioned to make the best decisions for you, your family or your business. We’ve found that our clients appreciate our flexible planning process that adjusts to the twists and turns of life.
Preparing for Retirement
What is your vision of the future? How do you picture enjoying your life after you stop working? We help you and your family feel more confident as you face this significant transition. Retirement is not just a date, but a well thought out plan, executed in stages over time. Use this helpful checklist to prepare for your retirement. Download the Checklist
Tax-Efficient Wealth Creation and Distribution Strategies
We are committed to efficient wealth creation and distribution strategies because taxes impact financial outcomes and net returns. Tax-efficient accumulation and distribution of one’s assets are critical to any family’s long term investment planning.
Strategies for the Next Generation
Every generation has their diverse set of values and faces unique financial circumstances, opportunities, and challenges. Through education and stewardship, we work with the next generation to build and manage their assets. Use our Starting Out checklist as a guide to early financial organization and planning. Download the Checklist
Multigenerational Engagement and Conveying Family Values
We foster financial opportunities and help transfer sound financial values across generations. After defining your family mission statement, we create a plan to teach next generation healthy financial habits and address the needs associated with an aging parent or grandparent. Facilitating meaningful conversations help to ensure the people close to you are cared for. Get the Generational Wealth Planning Checklist to help establish your family’s goals and priorities. Download the Checklist
Charitable Planning
For many, the greatest gift is that of giving back. Charitable intent frequently becomes an important and fulfilling component of one’s comprehensive financial strategy. We recognize many of our clients are often vested in their communities and we work with them to develop strategies to efficiently give back. Down the 5 Steps to Philanthropic Gifting Checklist to help you give back with more impact. Download the Checklist
Private Wealth Services for Individuals and Families
Our years of experience provides us with expertise across many areas of wealth and investment planning. Using customized strategies and a personalized planning approach, we are there to help you and your family organize your financial affairs and build a plan to grow, preserve, manage and transition your wealth.Personal Financial Organization
Clarify your values, goals and objectives
Assess your current financial situation
Identify short-term and long-term financial priorities
Consolidate accounts and assets
Investment Planning
Define an ideal and acceptable lifestyle
Identify sources of income
Seek to optimize spending and saving priorities
Develop and implement your plan
Retirement & Income Solutions
Implement retirement savings strategies
Design tax-efficient customized streams of income
Recommend spending strategies
Calculate required minimum distributions
Identify Social Security and Medicare strategies
Investment Management
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies
Estate Planning Strategies & Philanthropy
Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Risk Management*
Customized risk management
Access life insurance and long-term care insurance
Design wealth replacement strategies
Liability Management**
Through our Wells Fargo affiliates, you have access to banking and lending products and services, including:
Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards
Education Investment Planning
Set up college savings accounts
Implement 529 college savings plans
Coordination with CPA & Attorney***
Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies
* 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.
** 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.
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.
***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.
** 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.
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.
***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.