Our Services

Comprehensive Wealth Planning

Our retirement planning strategies are designed to help you identify your specific retirement goals and then develop a comprehensive plan to achieve those goals. We’ll help you manage every aspect of your transition from working to retirement, such as balancing the need for predictable cash flow and your desire to leave a legacy. You’ll also have the flexibility to adjust your plan as needed to support your pre and post-retirement lifestyle.

Rising Dividend Strategy

One of our key investment strategies utilizes The DSIP LIST (Diversified Stock Income Plan List) focuses on companies that we believe will provide consistent annual dividend growth over a long-term investment horizon. Our objective is to provide a broad list of high quality, industry leading companies from which an investor can assemble a well-diversified portfolio. Through consistent dividend growth, our goal is to help investors stay ahead of the wealth eroding effects of inflation.

Florida Domicile

With no state income or inheritance/estate tax, Florida may be a much more financially attractive choice than the state you currently reside permanently in. Domicile means legal residence, and every American must declare which state they live in or intend to make a permanent home.

Estate Planning

We can work with you and your other professional advisors to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Retirement Plan Consulting Services

We can help you with plan design, performance reporting, participant education and enrollment, investment oversight, plan documentation, and regulatory management.

Trust Services

We work with trust companies to help you use your wealth to support the people and causes you care about. Trust accounts can help you plan for changing needs, maximize what you leave to heirs or charitable causes, and minimize the effect of taxes.

Executive Services

We assist executives with best practices and insights to help them make informed, sound decisions on executive compensation planning. Our capabilities include: affiliated sales monitoring (Rule 144), 10B5-1 trading plans, stock benefit analysis, and equity benefits consulting.

Investment and Asset Management

Access to a full suite of investment offerings to help ensure that your objectives and strategies align with your desired level of risk.

Philanthropic Planning

A structured approach to addressing your charitable goals and values.

Wealth Planning Resources for Publix Associates

Assistance with navigating complex compensation arrangements and seeking to mitigate risks associated with concentrated equity positions.

Insurance Solutions

Assessment of your coverage to safeguard your investment plan from the unexpected. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated Insurance companies.

Liability Management

Access to lending products and services through Wells Fargo affiliates.