The strategies of wealth management

We can assist you with all aspects of wealth management and offer comprehensive services designed to help you identify the most appropriate investment strategies for your needs in the areas of:
  • Cash flow management
  • Education funding strategies
  • Insurance analysis
  • Retirement planning strategies
  • Investment strategies
  • Estate planning strategies
  • Charitable giving
  • Wealth transfer services and multi-generational strategies

Perhaps all you want to know is that your Financial Advisor is capable and experienced in financial matters. If you are looking for someone to explain your options to you in plain English, call us at 262-725-1200 for an easy to understand conversation about your financial future.

Our process supports you with:

Concise assessment of your current and future financial health
Investment planning and reporting using the Envision® investment planning process
Coordination of recommendations from your attorney, accountant and other professional advisors1

Team with the resources of investment professionals

With regard to investments, your portfolios may be run by our team or utilize money management providers with a high level of experience. We will select and review your investment choices and provide valuable asset allocation advice.

We want to help you maximize your progress to goals, and we believe that is benefitted by collaborating with professional money management providers. Our money management providers’ sole responsibility and mission is to select investments and grow your funds while managing the risks of investing.

Many investors make the mistake of not watching their portfolios, and not making appropriate changes in a timely fashion. Our portfolio managers have the authority to do both. While we are advising you on the big picture, the portfolio managers are assessing and managing individual stocks, bonds and securities. They will adjust your portfolio based on your need to attain results and do so in a timely, efficient fashion, with timely reporting to keep you informed.

Building our relationship through comprehensive services

The breadth and depth of resources offered by Wells Fargo Advisors enables us to structure a plan that is
uniquely your own.

Cash flow management

Our goal is to help you manage both sides of your balance sheet, including:
• General budgeting advice/recommendations
• Access to lending services through Wells Fargo
• 529 plans and Education Savings Accounts (ESAs)
for education funding

Investment planning

Investing is likely to be a key element in your overall plan. Our goal is to help you understand how to match your financial goals with the right investment strategy, such as:
• Diversified investment portfolios
• Traditional investments
• Stocks, bonds, exchange traded funds and unit
investment trusts
• Mutual funds
• Alternative investments

Insurance needs analysis

Wealth protection strategies and risk management is front and center in our practice. We offer access to:
• Life insurance
• Long-term care needs assessment and insurance

Retirement planning

We use our experience to help you determine the best retirement option for your situation, including:
• Retirement income illustrations
• Individual Retirement Accounts (IRAs)
• Traditional
• Roth and Roth conversions
• IRA Accounts/Options
• SIMPLE IRA plans for small business
• Simplified Employee Pensions (SEP IRAs)
• Annuities

Estate planning strategies

We develop estate investment planning strategies to help your heirs avoid substantial delays, fees and taxes, including:
• Transitioning of IRAs, annuities and accounts
• Personal trust services through affiliates3
• Trust-fund portfolio administration3

Multi-generational planning

Many investors consider leaving the world a better place to be one of their highest goals. We can help ensure that you make the most of your legacy, while at the same time, provide financial benefits for you with:
• Charitable giving planning
• Donor-advised funds
• Charitable lead and remainder trusts
1 Wells Fargo Advisors Financial Network and its affiliates do not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax or legal consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
2 Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
3 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Members SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. All rights reserved.