Individuals and Families

Specialized for Individuals & Families

Wealth certainly creates its own opportunities, and it's also true that—no matter how acquired—it creates a unique set of challenges. We believe these challenges are best met through a deliberate, planned approach with a trusted investment professional. By focusing our energy on achieving a well-conceived, comprehensive plan, we believe we can help our clients reach their financial goals.

Our Investment and Estate Planning Services include:

  • Asset Allocation & Investment Planning
  • Cash Flow Analysis & Modeling
  • Education Funding Analysis
  • Estate Plan Development & Reviews
  • Insurance Planning & Policy Reviews
  • Philanthropic Planning
  • Retirement Income Analysis
  • Stock Option Planning

Our Comprehensive Approach to Private Wealth Management:

  1. Setting goals. We start by outlining your goals, such as pension benefits, retirement income needs, or your child's education.
  2. Follow-up meetings. Our Group will spend the time necessary to meet with you and work through a measured process to achieve your desired goals.
  3. Analysis. We perform a holistic analysis of your current situation and investment holdings, evaluating both risks and opportunities.

Wells Fargo Advisors is not a tax or legal advisor. Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo and are underwritten by unaffiliated insurance companies. Wells Fargo Clearing Services, LLC is a separate non-bank affiliate of the Wells Fargo & Company.