Our Services

We serve individuals and businesses in all areas of investment planning and liability management, including:

• Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

• Tax management* - Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.

• Estate planning** - Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

• Risk management - Reviewing existing insurance policies.

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

As your financial advisor, we can also provide access to lending services provided through our affiliates. 

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

**Trust services are offered through Wachovia Bank, N.A. (Wachovia), a national banking association and subsidiary of Wells Fargo & Company, or Delaware Trust Company, N.A., a subsidiary of Wachovia. Wachovia Bank N.A., Member FDIC until March 20, 2010.  Wachovia Bank, a division of Wells Fargo Bank, N.A, Member FDIC, effective March 20, 2010.  Trusts that have their situs in and are governed by the law of Delaware, use Delaware Trust Company as the trustee. Wachovia Trust does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.