Our Services

We advise individuals, businesses, foundations, endowments and non-profits in all areas of investment planning and portfolio management, including:

Retirement planning

Assist in making the most of your employer-sponsored retirement plans and IRAs. Helping to determine how much you need to retire comfortably and securing retirement income. Managing assets before and during retirement. Assisting in transfer of existing retirement assets held elsewhere.

Investments

Help determine the asset-allocation model and investments based on your goals and objectives and risk tolerance. Helping to develop long-term, individualized investment plans by utilizing our proprietary investment planning tool, Envision®. (EnvisionOverview)

Tax management*

Making sure your portfolio is tax-efficient. Developing tax- saving investment strategies. Referring you to qualified tax specialists.

Estate planning*

Working with estate-planning and trust specialists to review your wills and trusts. Reviewing beneficiary designations and helping preserve your estate for your intended heirs. Reducing potential exposure to estate taxes and probate costs and coordinating with your tax and legal advisors.

Education funding

Recommending investment and accumulation strategies to help you pay for education for your children and grandchildren, including 529 college savings plans and Education Saving Accounts.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages such as retirement plans

Lending services through Wells Fargo Advisors Affiliates

Through our Wells Fargo affiliates, you have access to lending products and services, including: Securities-based financing, Residential mortgages, Home equity financing, Business financing, and Credit cards.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences. 

*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Financial Advisor NMLS ID, if applicable: _____________.