Our Services

 

 

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

Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

• Tax management* - Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.

• Estate planning* - Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment managers  or our own discretionary portfolios to help you reach your goals.  


*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.