How We Partner with Clients

We are fortunate to have established many long-lasting client relationships. The foundation of our relationships is clients’ trust. Clients appreciate that we are objective, responsive and focused on their concerns. From the outset, clients’ concerns become ours. Their financial lives extend well beyond investments. To meet their overall wealth management needs, our 360-degree view encompasses:

  • Investment Planning - An ongoing process of partnering with our clients to understand their unique situation, goals, time horizon, risk tolerance and investment experiences. These factors help us formulate a client-specific plan that we implement using our investment process and tactical allocations of stocks, ETFs, and mutual funds.
  • Trust and Estate Investment Planning Services - Our comprehensive range of trust and discretionary asset management services are tailored to the unique circumstances of each client. One of our group members is your primary point of contact – coordinating a team of seasoned investment, legal and accounting professionals.
  • Access to Lending and Banking Services - Through our Wells Fargo affiliates you have access to banking services, including but not limited to: securities-based lines of credit, residential mortgages, home equity financing, small business financing and credit cards.
  • Insurance and Risk Management - The road ahead is uncertain. And the need to minimize risk is ongoing – in your personal and business life. To protect your assets, achievements and those you love, we offer a wide range of solutions, including long-term care and life insurance.
  • Retirement Planning - We craft and manage retirement plans for a select number of small businesses and professional practices. Our goals? To increase employee retention and optimize tax benefits.
  • Convenience - To simplify your life, we can link checking accounts and debit cards to your brokerage accounts and IRAs, as well as provide for online transfers between accounts. If you prefer to conduct business in person, your Relationship Manager or one of our Client Associates will be happy to assist you.

Wells Fargo Advisors is not a tax or legal advisor. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. 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 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 is a division of Wells Fargo Bank, N.A.. Certain restrictions apply.  Programs, rates, terms and conditions are subject to change without notice. Products are not available in all states. Wells Fargoe 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 (lincense number MB2234) in Massachusetts. 

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals