Wealth Management

We assist our clients through the life cycle of their wealth. The three phases of an investor’s financial life are:

  • Wealth Accumulation
  • Wealth Preservation
  • Wealth Distribution

We walk our clients through the process of wealth during life and at death in the most efficient manner possible. We serve as primary consultants for our clients. This simply means that in addition to our investment management, we work with teams of other professionals to help meet our client’s essential financial needs, such as:

  • Estate Planning Strategies
  • Tax Planning
  • Insurance and
    Risk Management
  • Business Valuation
  • Alternative Investments
  • Philanthropic and
    Social objectives
  • Etc…

Wells Fargo Advisors Financial Network is not a legal or tax advisor.