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Comprehensive Services

We believe a personal approach to wealth management is essential for creating truly customized financial strategies. As such, we seek to comprehensively assist you with your planning needs and incorporate an array of services to help you intelligently and soundly achieve your long-term goals.

Wealth management services we provide include:

  • Investment management – We will help determine your preferred risk-tolerance level, specific asset-allocation needs and the appropriate investment vehicles needed to help achieve your goals.
  • Pre and post-retirement planning – By helping manage your assets before and after retirement, our guidance is designed to make the most of your employer-sponsored retirement plans and IRAs, and determine how much you need to retire comfortably.
  • Employee and executive benefits – Offering your employees attractive benefit packages is a key component of ensuring their continued satisfaction and productivity. We will work with you to help ensure your business attracts and retains qualified individuals through meaningful employee and executive benefit plans.
  • Estate planning strategies2 – Working with estate planning and trust specialists through Wells Fargo Advisors Financial Network and your other professional advisors, we can help preserve your estate for intended heirs, review your wills and trusts, establish beneficiary designations and reduce potential exposure to estate taxes and probate costs.
  • Education funding – College costs continue rising, and working together today, we can recommend investment and accumulation strategies to help you pay for your children's education tomorrow.
  • Risk management – We can assist you with sound financial strategies that effectively protect you and your family by reviewing your existing insurance policies and providing recommendations as needed.

2Wells Fargo Advisors does not provide legal or tax advice.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals