Our Services

Our individual planning approach combines wisdom, insight and a deep understanding, not just for our clients' goals and objectives, but of their lives, family, interests and passions. We then offer the following services to help our clients with their long-term financial goals.  

  • Retirement planning
    We help our clients make the most of their employer-sponsored retirement plans and IRAs. We help clients determine how much they may need to retire comfortably and also help our clients manage assets before and during retirement.
  • Tax management1
    We help our clients make sure their portfolio is tax-efficient by developing tax saving investment strategies and have access to qualified tax specialists.
  • Estate planning2
    Working with our estate-planning and trust specialists to review our clients’ wills and trusts, we can help preserve their estate for intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with their tax and legal advisors.
  • Education funding
    We have recommended investment and accumulation strategies that can help pay for your children's or grandchildren’s education.
  • Investments
    We help our clients determine their asset-allocation needs4, understand their individual risk tolerance and then recommend investment vehicles to help reach their goals.
  • Employee and executive benefits
    We help businesses attract and retain qualified employees through benefit packages.

1 Wells Fargo Advisors Financial Network and North Channel Capital, LLC do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

2 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

3 Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

4 Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.