Our Services

Wealth Preservation Strategies

  • Review trusts/wills/insurance needs
  • Valuation/disposition of estate assets
  • Existing insurance policy analysis
  • Development and execution of strategies in concert with your tax and legal advisors

Investment Consulting

  • Analyze existing portfolio
  • Review and assess investment objectives and risk tolerance
  • Develop asset-allocation strategy to help achieve objectives
  • Design and construct portfolios
  • Search and select suitable independent money managers
  • Monitor and report portfolio activity
  • Regular performance reviews

Investment Management

  • Tax-advantaged fixed-income portfolios
  • Equity portfolios for long-term growth potential

Cash Management

  • Command Asset Management Account
  • Access Online
  • VisaTM debit and credit cards
  • FDIC-insured CDs

Business Transfer Issues

  • Cashless stock-option exercise and sales
  • Restricted securities transactions: Rule 144 sales
  • Free registration services for restricted stock

Trust Services

  • Sophisticated personal trust services available in all 50 states from other Wells Fargo  affiliates
  • Experienced trust professionals to help identify the most effective way to establish a trust or name a trustee

Lending Services

  • Access to lending services through our banking affiliates.

Investment Strategy and Portfolio Management Services

  • Common and preferred stocks
  • Options
  • Corporate and mortgage-backed bonds
  • Government securities
  • Tax-advantaged bonds
  • Mutual funds