When your spouse passes, you might feel overwhelmed. After decades of making financial decisions together, you must now face how to protect the wealth you’ve built for your family’s future.

But you don't have to do it alone.

My job — and honor — is to serve as your calming and collaborative guide, helping you find financial self-assurance.


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Our retirement planning services are designed to allow you to identify your specific retirement needs and develop a plan to help you achieve them. For many, this is in large part a dedication to the next generation and building a legacy around your wealth. Some of our clients have dedicated their lives to bringing time and knowledge to their passions, and their philanthropic endeavors are often part of their legacy. Others are focused on their heirs and provide generational wealth as a foundation on which they can build their futures. Given that legacy and philanthropy may be intertwined in your retirement, we seek to uncover what kind of impact you want to have on your community, how you wish to be remembered, and what lessons you’d like to pass on to the next generation.

Our clients have already created wealth. Our role is to manage and preserve their money while seeking to earn a fair and reasonable rate of return. Click here to learn more about our philosophy.

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As a successful entrepreneur, you’ve likely built a business from the ground up and now have many employees who depend on you for their well-being. As profits continue to rise, so will the complexity of managing your business. Thus, you’ll want to make sure your personal wealth is being managed effectively while your company continues to grow. Striking that balance is often at the core of managing stress and living your best work life in tandem with your personal life. Our team can help you address diversification of your wealth outside of the business, succession planning, and improving your company’s retirement plan.

For most business owners, selling your business can be the biggest financial event of your life, and your financial security – and personal happiness – may depend on getting it right. More than 75% of business owners who sell their business experience profound regret within a year after the sale.1 While preparing for a business sale can be complex, exploring your options and developing a transition plan in advance may help facilitate a successful business transition or sale. We can provide access to professionals who may be able to assist with various strategies.

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After achieving a level of financial success, and having charitable intent, you created a foundation that can provide tremendous good to the community. It is of the utmost importance that the assets be managed correctly and in line with the characteristics of this entity – namely the tax exempt status, as well as the need to make annual distributions. We have skills and experience building custom portfolios that achieve these mandates while still offering the opportunity to have the foundation last into perpetuity. Running a private foundation can be a very gratifying experience for you, your family, and the other directors. However, like any business, there are complexities including fiduciary responsibilities, changing regulations, mission/vision development, and reporting requirements. The Philanthropic Services group within Wells Fargo Bank, N.A is here to help you navigate this business of philanthropy.

This structure also allows all family members to get involved in the grant- and charitable-making processes. We’ve found that this can often lead to the family coming together and spending their time in a healthy/productive way, and our team believes we could all use a little more of that in our lives.

1The State of Owner Readiness Survey 2013 National Survey Final Report, Exit Planning Institute, 2013