Our Services

 

 

We serve individuals and businesses in many areas of wealth management, including:

Asset and Investment Management

Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals. Designing and implementing customized fee based portfolios.

Investment Planning

Coordinating and tying together the various components of your particular situation.  Examining and recommending solutions to help achieve future goals.

Retirement Planning

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management

Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists. 

Estate Planning

Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, establish beneficiary designations, and preserve your estate for your intended heirs. Coordinating with your tax and legal advisors to reduce potential exposure to estate taxes and probate costs.

Life and Disability Insurance Planning

Evaluating your needs and providing appropriate coverages.

Education Funding 

Recommending investment and accumulation strategies to help you pay for your children's education and future through vehicles such as 529 college saving plans, education savings accounts, and custodial accounts.

Employee and Executive Benefits

Facilitating the exercise of employee stock options for the client.  Providing 401K and other retirement plan packages for the business owner.  Helping your business attract and retain qualified employees through benefit packages.


* Ascend Advisory Group and Wells Fargo Advisors Clearing Services, 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.