Working With Individuals & Families


You are just beginning your investment journey. Regardless of your age, it’s never a bad time to get started. Let us help you take advantage of the different ways you can build your wealth while still achieving other short-term financial goals. We can help you answer important questions such as:

AAA-Clients_Getting-Started.jpg

  • Based on how much we’re saving, when can we retire?

  • What is the best strategy for investing for our child(ren)'s college education?

  • Is this a good time to refinance our home?

  • Can we afford a vacation home?

  • How should I invest my inheritance?

  • Are we taking full advantage of our employer-sponsored retirement plan?

  • How do we put together an investment plan while we are still paying off college loans?

  • What are the tax advantages of the different investment strategies?

  • Are secured lines of credit right for us?

With retirement approaching, portfolios must be adjusted to protect your assets and risk strategies need to be put in place to ensure adequate retirement savings. We can help you answer important questions such as:

AAA-Clients_Nearing-Ret.jpg

  • How much monthly income will our portfolio generate once we retire?

  • How should I invest my inheritance?

  • Will our money last throughout retirement?

  • Should we consider long-term care insurance?

  • Is our retirement portfolio taking on too much risk?

  • As we approach retirement, how should we adjust our investment plan?

  • When should we start taking Social Security?

  • What are the considerations of relocating once we retire?

  • Are secured lines of credit right for us?

  • Should we pay off our mortgage?

In order to enjoy retirement more and worry less, you need a Customized Financial Strategy. We can help simply your finances in retirement by providing a consistent retirement income plan, cash management services, trust and estate planning strategies, coordination with your CPA and/or attorney, business succession plans and even reminders about upcoming tax due dates and other financial deadlines. Our full spectrum of services include helping you answer important questions such as:

AAA-Clients_Living-In-Ret.jpg

  • Will our retirement savings last through our retirement?

  • Should we consider long-term care insurance?

  • Are my insurance strategies adequate?

  • Are my investments taking on too much risk?

  • How do we put together an inheritance plan for our children and grandchildren?

  • What’s the best way to give back to charitable organizations we care about?

  • Should we consider updating our will and/or establishing a family trust?

  • Should we consider designating a power of attorney?



Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Let us help you organize and manage your financial life. Email us. 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX