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What We Do

Retirement Planning

Help to determine how much you need to retire comfortably, retirement income distribution planning and managing assets prior to and during retirement years.

Investments

Including portfolio design, implementation and management using bucketing strategy with equity, fixed income and alternative investment exposure.

Wealth Accumulation

Savings and tax deferral maximization strategies.

Diversification Analysis

Concentrated and Restricted Stock analysis, disposition and hedging strategies.

Education Funding

529 Plan and gifting strategies for parents and grand-parents.

Tax Efficient Investment Strategies

Help to ensure tax-efficient portfolio design. We work with your tax adviser or can refer you to qualified tax specialists as needed.

Risk Management

Life and Long Term Care Insurance analysis and solutions.

Products and Services Available Through Wells Fargo Bank, N.A


Trust Services

As a client, we can refer you to Wells Fargo Bank specialists who can offer comprehensive trust services and specialized knowledge regarding trust and estate administration, investment and specialty asset management, taxation, charitable strategies, and more.

Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.


Liability Management

We can provide access to banking and lending solutions through Wells Fargo affiliates.


Philanthropic Services

Whether you’re acting globally or locally, a dedicated Philanthropic Specialist will work closely with you to help maximize your philanthropy while aligning your giving goals with your overall wealth plan.