How We Serve You
We provide principled advice and in-depth, objective analysis for families with complex financial circumstances. We help our clients set reasonable objectives and assist them in meeting those objectives without undue sacrifice or risk. Our clients are provided comprehensive financial advice and we include other professionals as more complex legal and tax advice is required.
We believe that a continual approach to learning innovative techniques to help our clients adapt to the evolving circumstances of their financial lives is essential for them to reach their goals, manage risk and their families' financial interests.
Our Client Services
We provide our Wealth Management clients with quarterly performance reviews and semi-annual investment planning reviews. Our clients receive monthly e-newsletters and monthly statements that include a snapshot of their investment plan performance. Client service and satisfaction are our highest priority. Because we serve over 100 clients with a net worth in excess of $1,000,000, in over 30 states and abroad, we tailor their experience with us around their lives and expectations.
Our Investment Management Services
We provide Investment Management for all of our clients. Our investment management services focus on institutional investment management and alternative investment strategies. Our perspective on investing begins with a simple premise: We do not take unnecessary risks. In today's economic environment, it is more important than it has been in over 35 years to develop investment strategies that have the potential to succeed with the economic headwinds of: potentially increasing inflation, higher taxes, growing government deficits, slow growth, high unemployment, a deleveraging consumer and considerable global economic instability. We put our alternative styles of investing to use for our clients..
Our Planning Services
Planning for Your Future: Your Experience is our total focus. Because the success of the major stock indexes may not be in tune with your objectives, we create a benchmark that is tailored to your own goals and evaluated based upon your own success in reaching your goals. Our planning system tracks your progress toward meeting your goals on a daily basis and we chart your progress monthly for you to review in your statements. At our regular reviews we determine your success in meeting your objectives and adjust your investments as necessary. Our customized client benchmarks are tailored to reflect your objectives and have been found to be considerably more useful than using an index or group of indexes. While we always use appropriate index and benchmark comparisons in your investment performance review, a specialized and customized benchmark is used in assessing your progress toward meeting your planning objectives.
Retirement Income Planning: The economic and investment market challenges of today make retirement income planning much more important and challenging than it was just a few years ago. We help our clients determine the right strategies for their retirement income needs and utilize a variety of approaches.
Estate Planning Strategies: Many of our clients need to protect their estates from unnecessary taxation or probate or protect heirs with special needs. We coordinate with their Estate Attorney to provide our clients with appropriate strategies for their unique circumstances. This may or may not involve different types of insurance.
Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice inyour state.
Insurance Services
Life Insurance: We have partnerships with a number of established and highly rated insurance carriers that allows us to find the right rate and product for our clients that need Life Insurance.
Long Term Care: We discuss with our clients their needs, the costs and the benefits of Long Term Care Insurance. We partner with some of the top Long Term Care insurance carriers and help our clients find the right policy for their circumstances.
Access to Lending Services
We can provide access to lending services through affiliates for our clients.
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