Customized Financial Planning

We take a highly customized approach to working with each client by taking time to understand your complete financial picture, opportunities, concerns and aspirations for yourself and your family.

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Understanding how to plan, invest, preserve, and transfer your wealth doesn't have to be complicated. We strive to make simple but comprehensive plans for all of our clients. Our wealth management services include but are not limited to:  

  • Advisory
  • Alternative Investments
  • Education Planning
  • Estate Planning Strategies 
  • Investment Planning
  • Retirement Income Planning
  • 401(k) & other Retirement Plan Distribution Counseling 
  • Tax-Senstive Investing
  • Values-Sensitive Investing
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Our team also gladly provides access to lending products and services through our Wells Fargo affiliates.

No matter what it is that you wish to accomplish, we're going to be with you every step of the way, and help you adapt as your family grows and changes.

Wells Fargo Advisors is not a legal or tax advisor.
For a lot of people, their wealth is directly tied to their business. Here are some of the services we guide our business clients in:

  • Business Transisition Planning
  • Workplace Retirement Plans
  • Institutional Consulting
  • Capital Market Services 
  • Executive Level Services 
  • 10b5-1 Trading Plans
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Our team of advisors can help you build a team of professionals with Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

There are a wide range of solutions that can be employed to help your business succeed, grow, and transfer. The best idea however, is to talk to your advisor about what is currently going on, and where you want to take your business. We will lay out a roadmap, tailored for your business.
Female at Beach Medium.jpg Leaving a Planned Inheritance
This is the preferred method of inheritance giving. We know that money conversations can be difficult in families, so we provide a safe place, led by us or the owner of the assests, to have these conversations with as much or as little confidentiality as they wish. We gladly work with all members of our client's families, regardless if they have an account with us, in order to assure a smooth process. Planning this way, sets proper expectations, and makes the wealth and values transfer an easier experience for those left behind. 

Receiving an Unplanned Inheritance
Receiving an inheritance can be a bittersweet moment. You want to spend all of your time remembering your loved one, but now receiving this gift can be overwhelming because it comes with some details that need sorted out. Some decisions need to be made: what do I do with these assets, and if I need to pay taxes on it, how should I do that? We will gladly carry the heavy burdens of the details for you by creating a simple, but comprehensive plan, in conjunction with any accountants and attorneys you are currently working with, to put you on a financial path that aligns with your values and goals, but also pays the proper amount of respect to your loved one. 

Every situation is different, and we are happy to discuss yours with you today!
Managing a private foundation or endowment can be very gratifying experience. However, complicated regulations can create real challenges for foundation managers. We are here to help you navigate the business of Philanthropy. We have the experience to help you bring your vision to life, from structuring lifetime giving programs to handling the day-to-day operations of a large-scale foundation. In addition to offering local relationship management and far reaching experience in the giving community, we have the resources and capabilities to offer holistic solutions to our clients that few can replicate. We can help you navigate the administrative and regulatory tasks, leaving you time to focus on your mission.

Our team understands & assists with the following issues:

  • Governance
  • Policies
  • Accountability
  • Taxes
  • Investment Management

Wells Fargo Advisors is not a legal or tax advisor.
Effectively serving and supporting the people, communities and causes most important to your mission is likely at the top of your strategic charitable goals. Our experienced team of specialists and comprehensive suite of solutions can help your nonprofit manage resources and may be able to help your organization with its goals to meet today’s challenges and create tomorrow’s opportunities. In addition to offering local relationship management and far reaching experience in the giving community, we have the resources and capabilities to offer holistic solutions to our clients that few can replicate. We can help you navigate the administrative and regulatory tasks, leaving you time to focus on your mission.

  • Endowment and planned giving investment management
  • Fully Diversified customized investment strategies
  • Customized Reporting
  • Development of investment, spending and gift acceptance policies
  • Specialized fiduciary and administrative services
  • Planned Giving program administration