Services Overview

Family Financial Overview 

We help you clarify family values, goals and objectives as well as organize your financial life.

Develop a Plan

We use The Pelorus Method™ to guide you toward a higher probability of successful outcomes.
 

Investment Management 

We develop customized portfolios designed to most efficiently help you reach your life’s goals.

Retirement Plans & Company Benefits

We fully analyze your executive stock compensation, corporate benefits and concentrated equity to help you make the best decisions for you and your family.

Retirement Income Planning 

Incorporating all sources of income, we design a tax efficient strategy for generating income in retirement.

Liability Management

We conduct a full analysis of potential liabilities, recommend optimization strategies and help you plan for insurance and various products and services offered through Wells Fargo Bank.

Legacy Planning & Philanthropy 

We review your estate and wealth transfer strategies, recommend philanthropic and gifting techniques and work with you and your attorney to complete and/or update your estate plan.

Advanced Planning 

From business succession planning, intergenerational planning, education planning and long-term care planning, we work with you to make sure you’re are preparing for your future.



Wells Fargo Advisors Financial Network is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.