Our Services

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

Envision(s) Plan - an investment planning process designed to bring new simplicity to pursuing your financial goals. 

Risk Management - Using the combination of fundamental analysis with technical analysis* (Point & Figure Method). We believe fundamentals help answer WHAT to buy and technicals help answer WHEN to buy.

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.



Estate Investment Planning** - Working with our estate-planning and trust specialists to review your wills and trusts, 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. 



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.

Tax Management** - Making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists. 







*Technical analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the future.



**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.