Our Services

We serve individuals and business in all areas

of investment planning, including:

  • Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
  • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages. Click here for more information.
  • Divorce investment planning - financial guidance during these difficult transitions. For more information, please click here.
  • Estate planning* - Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
  • Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
  • Education funding - Recommending investment and accumulation strategies to help you pay for your children’s education.
  • Risk management** - Reviewing existing insurance policies.

 

*Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. 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.