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

OUR CONSULTING SERVICES

CONSULTING SERVICES FOR BUSINESS OWNERS INCLUDE, BUT ARE NOT LIMITED TO:

  • Business Succession Planning: Family Succession, Internal Succession & External Succession
  • Estate Planning Strategies for the Business Owner
  • Key Person Planning
  • Tax Deferral Strategies
  • Retirement Plans for the Entity
  • Executive Benefits Consulting Services

CONSULTING SERVICES FOR EXECUTIVES INCLUDE, BUT ARE NOT LIMITED TO:

  • Stock Option, Grants & Restricted Stock Strategies: 10(b)51 Plans, 83(b) Elections, AMT Planning
  • Concentrated Position Strategies: Hedging Alternatives, Exchange Strategies, Capital Gains Planning Strategies, Gifting
  • Techniques, Charitable Planning Strategies
  • Executive Benefits Analysis
  • Executive Planning Services

“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