Our Services

We advise individuals, businesses, foundations, endowments and nonprofits  in all areas of investment planning and portfolio management, including:

 

  • Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably and securing retirement income. Managing assets before and during retirement. Assisting in transfer and rollover of existing retirement assets held elsewhere.
     
  • Investments - Help determine the asset-allocation model and investments based on your goals and objectives and risk tolerance. Helping to develop long-term, individualized investment plans by utilizing our proprietary investment planning tool, Envision®. (EnvisionOverview)
     
  • Tax management* - Making sure your portfolio is tax-efficient. Developing tax- saving investment strategies. Referring you to qualified tax specialists.
     
  • Estate planning* - Working with estate-planning and trust specialists to review your wills and trusts. Reviewing beneficiary designations and helping preserve your estate for your intended heirs. Reducing potential exposure to estate taxes and probate costs and coordinating with your tax and legal advisors.
     
  • Education funding - Recommending investment and accumulation strategies to help you pay for education for your children and grandchildren, including 529 college savings plans and Education Saving Accounts.
     
  • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages such as retirement plans
     
  • Access to lending services through Wells Fargo Advisors Affiliates - Current information would require full review by lending and baking area,LABS disclosure and Equal Housing Lender logo.

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