Services

We serve individuals and businesses in all areas of investment planning, including:

Investments - We work with you to determine your asset-allocation needs, help you understand your risk tolerance and recommend the appropriate investment vehicles to help you reach your goals.

Retirement Planning - We help you make the most of your employer-sponsored
retirement plans and IRAs. We work with you to determine how much you need to
retire comfortably and manage your assets before and during retirement.

Estate Planning Strategies* - We work closely with our estate-planning and
trust specialists to review your wills and trusts, help preserve
your estate for your intended heirs and help with beneficiary
designations.  We strive to reduce potential exposure to estate taxes and
probate costs, and we coordinate with your tax and legal advisors.

Insurance/Risk Management  - Determining the right life insurance program can play a key role in helping you achieve major life goals, and we work with you to determine what level of insurance is right for you. In addition to securing your estate and legacy, life insurance may also be useful in providing education funding for future generations.

Tax Management Strategies - We help make sure your portfolio is tax-efficient, develop tax saving investment strategies, and refer you to qualified tax specialists.

Employee Benefits - Employer-sponsored compensation programs such as 401(k), pension, stock options, stock grants, and other non-qualified deferred compensation programs are important compenents of your net worth.  We help you analyze your employer-sponsored compensation programs and help you construct a plan to capitalize on them.

Education Funding - We recommend investment and accumulation
strategies to help you pay for your children's and your grandchildren's education. 






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.  Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.