Our Services

We help clients make key decisions in their life designed to positively enrich them and their families in the future. We work to understand their unique perspective and help interpret changing business and social trends. We analyze the fundamental value of client assets and implement a customized Investment Management and Wealth Management Process in the following areas:
Joe on the Phone

Portfolio Management

Determining your strategic asset allocation and portfolio design needs. Helping you understand your risk tolerance. Recommending the appropriate investment strategy to help you reach your goals.
Tax Management

Tax Management

Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. And referring you to qualified tax specialists.
Retirement Planning

Retirement Planning

Helping make the most of your IRAs, ROTHs, SEPs and 401K/Pension plans. Determining how much you need to retire on and the people you want to take care of. Helping manage assets before and during retirement.
Estate Planning Strategies

Estate Planning Strategies

Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. (Wells Fargo Advisors Financial Network is not a tax or legal advisor.)
Wells Fargo Advisors Financial Network 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 offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, FL, GA, IL, LA, MS, NJ, NY, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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