Our Services

We serve individuals and businesses in all areas of investment planning, including:

GOALS BASED WEALTH PLANNING

Working with clients to help clarify objectives for their Wealth and quantify the timing and funding necessary to accomplish them.

ESTATE AND WEALTH TRANSFER STRATEGIES

Working with estate-planning and trust specialists available through Wells Fargo affiliates to help work towards preserving your estate for your intended heirs, establish beneficiary designations, and seek to reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

TAX-EFFICIENT STRATEGIES

Utilizing tax-efficient investments in effort to maximize after-tax returns. Help to minimize taxes associated with concentrated stock positions. Life Insurance strategies designed to minimize taxes during the retirement income distribution phase.

INVESTMENT PRODUCTS AND SERVICES

With a broad array of investment vehicles (i.e. discretionary and non-discretionary strategies, Professionally Managed accounts, alternative investments, etc.) to utilize, we recommend only those products and services most appropriately for you and your unique circumstances and objectives.

EMPLOYEE AND EXECUTIVE BENEFITS

Providing corporate retirement plans and equity compensation strategies to help attract and retain qualified employees.

Trust services available through baking 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.