Working with Individuals and Families

Pivot – The central point that action revolves around.


We work with you across all life cycles, helping you plan and achieve your financial objectives along the way.  Our planning strategies are designed to provide you with insights, sound financial advice, and guidance whether you are building wealth, getting retirement ready, or enjoying retirement with a plan to leave a legacy.

Building Wealth

With many important financial goals on the horizon, we provide the discipline and the planning to help manage your wealth to meet your needs now and in the future.  We provide trusted advice and guidance for many questions that come up, including:

  • How much do I need for retirement?

  • What should I do with my retirement savings as I make a career change?

  • How do I make sure my investments stay aligned with my goals?

  • What insurance coverages do I need to protect my family and my assets?

  • How do I save for my children’s educational expenses?

  • What can I do to reduce the taxes I am paying on my investments?





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

With your retirement years approaching, your wealth plan must be adjusted to protect your hard-earned assets.  We help you craft a distribution plan that will provide the retirement income you need, using the most tax efficient method possible.  As you prepare and become retirement ready, we can help you answer questions such as:

  • How should I transition my retirement savings plan into a retirement income plan?

  • What options are available to protect the income I need to cover essential expenses?

  • How should I adjust my investment strategy as I approach retirement?

  • Can I reduce the effects of market volatility as I approach retirement?

  • How do I incorporate the effects of inflation on my retirement spending needs?

  • What are the options and decisions I need to make around Social Security, Medicare, and pensions.

  • What healthcare and long-term care insurance options do I need in place to protect my income, assets and lifestyle?

  • How do I build out my estate plan to protect assets and help transition my estate smoothly?




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

Our team is focused on helping you live your very best life in retirement.  We help you prepare for what’s ahead, with a retirement income plan built to address future challenges.  We can help you answer questions such as:

  • What risk-managed investment strategies are appropriate for my needs in retirement?

  • Are there ways to reduce my taxes and boost my retirement income?

  • How can I put together a legacy plan for distributing my estate according to my wishes?

  • How do we foster sound family financial values across generations?

  • Are my charitable donations made in the most tax efficient manner?

  • How do I best plan for healthcare and long-term care expenses?



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.