Services
Wealth Management is not a product; it is a relationship based on trust, integrity and the quality of advice and service.
Business Owners
As a business owner, we understand that your personal needs and the needs of your business are often closely intertwined. That's why we focus on a “balance sheet approach” and deliver highly customized and personalized service to keep you informed about your plan and progress toward key goals. As risk-aware investment professionals, we help you manage the risk from the corrosive effects of inflation, taxes, and inflation.
Our goal is to find the best investment solutions using our open architecture platform. We have earned the confidence of many clients by providing custom-tailored solutions, diverse insights, and exceptional client service. While our business model is flexible enough accommodate personalized portfolio management, our over $2 billion in assets under management (as of 5/17/23) allows for cost-sharing of expenses and access to institutional-quality money managers and alternative investment opportunities.
We leverage our team to provide:
- Business advisory strategies
- Diversification strategies
- Retirement plan review and consulting
- Cash flow management
- Asset management
- Risk and insurance planning
- Balance sheet analysis
- Prioritization of goals
- Liability management
- Trust and estate planning strategies
- Access to lending and banking services through Wells Fargo affiliates
- Restricted stock/concentrated equity ownership planning
- Succession and exit strategies
NOTE: Wells Fargo Advisors Financial Network does not provide legal or tax advice.