Services

Our Wealth Management Services

COMPREHENSIVE WEALTH MANAGEMENT CONSULTING SERVICES FOR INDIVIDUALS, FAMILIES AND ORGANIZATIONS INCLUDE, BUT ARE NOT LIMITED TO:

  • Investment Management Services including: Asset Allocation, Tax Aware Investing, Investment & Investment Manager Selection
  • Estate Planning Strategies
  • Charitable & Philanthropic Planning Strategies
  • Tax Efficiency Strategies
  • Family Foundation Investment Management & Consulting
  • Legacy Planning Strategies
  • Endowment Investment Consulting & External CIO Services
  • Asset Preservation Strategies
  • Liability Management Services
  • Performance & Planning Reviews
  • “Accountant Ready” Tax Packages – 1099s summarized and email-ready
  • Capital-Gains Tax Adjustment Strategies
  • Coordination with your Estate Attorney, CPA & Other Advisors
  • Retirement Planning
  • Education Planning

“Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.”

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