Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Compare Our Services

Print your own copy to review here: Compare Our Services

Your FirmWFC

Investment Management Services

Review your investments and design a personalized portfolio appropriate to your needs
Customized Asset Allocation (92% of portfolio return attributed to asset allocation)
Access to non-correlated alternative investments (assuming you meet investor criteria)
Continual monitoring of your investments
Quarterly Statements
Frequent meetings/calls to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
Quarterly Newsletter to keep you apprised of the most current planning options
Independent, fundamental and technical research and advice
Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s

Tax Reduction Planning

Comprehensive review of your tax return to explore opportunities for maximizing tax reduction strategies
Assist tax preparer concerning quarterly estimated taxes and tax returns
Recommendations of tax solutions including tax advantaged investments
Staying up-to-date on and presenting new tax laws that can affect your personal situation
Year-end review of capital gains and losses to minimize taxes

Retirement Income & Distribution Planning

Analysis of your income needs now and in the future
Education planning
Continual review and implementation of recommendations to fund your current income needs to,maintain your desired standard of living
Recommendations regarding the best distribution strategy for your employer retirement plans & IRAs

Family Wealth Planning

Analysis of your current estate plan and concerns
Review of asset titling to make sure assets are titled to best utilize estate tax laws
Analysis of beneficiary designations to make sure your assets pass to your beneficiaries as desired
In-house attorney to review how current your four basic legal documents are
Providing guidance with the appropriate and necessary steps in the event of the disability or death of a loved one
Generational planning

Insurance Planning

Designing and implementing an individualized insurance strategy to minimize taxes as well as provide protection
Review your life, property & casualty, disability and long-term care insurance to best meet your needs
Coordination of employment-related benefits