Our Services

Each client is taken through a carefully designed process to help determine their unique investor profile. This allows us to craft a target asset allocation that balances risk and a realistic expectation of performance. A thorough examination of the client's current financial position is incorporated into a customized wealth analysis that also considers a full range of goals and objectives and a desired timeline of achievement. This process requires the personal involvement of each client, creating a team approach that increases the success of the profile. Our services include:

 


  • Retirement planning 

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

     
  • Tax management*

    Help make sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

     
  • Estate planning* 

    Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish 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.



 


 


*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and FMC Wealth Management do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax or legal consequences.

**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

***Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.