Working with Us

We believe your financial success has necessitated the professional management of your wealth. As you continue down your career path will you be able to juggle the responsibilities of your career, family, and financial security? We provide a professional, independent, and accountable discipline in order to assist our clients in the accumulation and the preservation of their wealth.

Our Services

Wealth Preservation Strategies

  • Review trusts/wills/insurance needs
  • Valuation/disposition of estate assets
  • Existing insurance policy analysis
  • Development and execution of strategies in concert with your tax and legal advisors

Investment Consulting

  • Analyze existing portfolio
  • Review and assess investment objectives and risk tolerance
  • Develop asset-allocation strategy to help achieve objectives
  • Design and construct portfolios
  • Search and select appropriate independent money managers
  • Review and report portfolio activity
  • Scheduled performance reviews

Investment Management

  • Tax-efficient fixed-income portfolios
  • Equity portfolios for long-term growth potential

Cash Management

  • Command Asset Management Account
  • Access Online
  • VisaTM debit and credit cards
  • FDIC-insured CDs

Business Transfer Issues

  • Cashless stock-option exercise and sales
  • Restricted securities transactions: Rule 144 sales
  • Free registration services for restricted stock

Trust Services

  • Sophisticated personal trust services available in all 50 states from other Wells Fargo  affiliates
  • Experienced trust professionals to help identify the most effective way to establish a trust or name a trustee

Lending Services

  • Access to lending services through our banking affiliates.

Risk Management Planning

  • Review risk management strategies including:
    • asset protection
    • income replacement
    • life
    • disability
    • long-term care insurance
    • property and casualty insurance review

Investment Strategy and Portfolio Management Services

  • Common and preferred stocks
  • Options
  • Corporate and mortgage-backed bonds
  • Government securities
  • Tax-efficient bonds
  • Mutual funds 

Let's Talk.