Services
Wealth Management is not a product; it is a relationship based on trust, integrity and the quality of advice and service.
Individuals and Families
Thinking beyond our day-to-day investment management functions, our Partners consider how they can work together to help enrich the lives of clients and their families. We want to help preserve what you have and grow it for the future.
Our comprehensive services are especially well suited for individuals and families, business owners, and community leaders. Although every client is unique, we believe they all can benefit from our team perspectives, diverse skills, insights, and experiences.
As trusted advocates, we can help you identify and implement the appropriate investment strategies and services to plan for and manage your wealth:
- Custom asset management
- Insurance planning
- Cash management strategies
- Access to lending and banking services through Wells Fargo affiliates
- Wealth preservation strategies
- Estate and legacy planning strategies
- Charitable gifting strategies
- Coordination with tax and estate planning professionals
- Family financial education
- Next generation planning
- Family mission development
- Assistance with establishing a private foundation
- Executive benefit review