Coreprocess Wealth Management

Helping You Plan Today

So you can enjoy tomorrow

We take the management of your wealth personally. That's why we're committed to building long-lasting relationships with our clients. We're prepared, and meet with you one-on-one to uncover any issues that may need to be addressed, so that your we can help maintain your lifestyle throughout retirement.

Known for our multigenerational wealth planning, we provide financial education, strategic communications and a high level of client care to help coordinate your family's diverse goals and objectives. We recognize, plan for, and help you celebrate key life milestones.

Using our Wealth Management process, we integrate your goals into one holistic plan including investment, tax, estate, cash flow and asset protection strategies. This approach allows us to personally get to know you — so we can understand your unique circumstances.

Your Wealth Plan

Your financial vision for your life

We work to encompass your entire spectrum of needs from short-term cash flow to multi generational and philanthropic planning. It doesn't stop there. Thoughtful conversations and follow-up meetings allow us to revisit your priorities and adjust your plan, when appropriate.

Our client-focused solutions work to help meet all of your wealth management needs:

Retirement Planning

A retirement snapshot benchmarks your retirement picture and incorporates your investments, pensions and social security income sources into one consolidated view.

Investment Management

Based on you goals, we develop an investment portfolio for you. You'll know the investments you own and why you own them.

Family Needs Planning

Education and planning to support aging parents or a special needs child, so your family can be better prepared for the future.

Risk Management

Insurance and asset protection strategies, through Wells Fargo affiliates, can help you manage your personal and investment risk.

Tax Efficient Strategies

Strategies designed to reduce tax obligations and keep more of your money working for you.

Executive Compensation Management

Stock option, restricted securities and concentrated stock strategies to help busy executives better diversify assets and preserve wealth.

Business Succession Planning

Business needs review, exit strategies and capital needs analysis may help you determine the best plan of action for your business.

Liability Management 

Budgeting, asset management and access to lending products and services through Wells Fargo affiliates.

Estate Planning Strategies

Gifting, family dynamics and estate tax funding strategies may help you efficiently transition your wealth to the next generation.

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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