Our Services

We advise families, businesses, foundations, endowments, and non-profits in all areas of investment planning, portfolio management, and comprehensive wealth management.

Retirement Planning

Make the most of your employer-sponsored retirement plans and IRAs. Manage your assets before and during retirement. Assist in the consolidation of existing retirement assets held elsewhere. Determine how much you need to reach financial independence and retire comfortably. Help with retirement income planning. 

Portfolio Construction 

Develop the asset-allocation model and investments based on your goals, objectives, and risk tolerance. Create a long-term, individualized investment plan to reach your goals. 

Tax Strategies*

Develop tax-efficient investment and planning strategies. Refer you to qualified tax specialists, as needed. 

Estate Planning Strategies* 

Work with estate-planning and trust specialists to review your wills and trusts. Review beneficiary designations and help preserve your estate for your intended heirs. Reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Education Funding 

Recommend investment and accumulation strategies to help you pay for education for your children and grandchildren, including 529 college savings plans.

Behavioral Finance 

Work with you to create sound financial habits and provide ongoing guidance as you make complex financial decisions. Advise you to make rational financial decisions and stay focused on the long-term perspective in periods of market volatility.   

Employee and Executive Benefits

Help your business attract and retain qualified employees through benefit packages such as retirement plans.

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