Comprehensive Services
Our clients entrust us with their life savings and expect us to help them grow, preserve and pass on their wealth—and values—to the next generation. We take this responsibility seriously and invest in each client’s success as if it were our own. We provide a full range of services to meet your distinct needs.
Retirement Planning
- Envision Process
- Goals setting
- Financial objectives
- Budget needs
- Risk tolerance
- Investment objectives
- Produce a high-confidence plan
Portfolio and
Investment Management
- Strategic asset allocation
- Values-based investing
- Portfolio construction
- Tax efficient strategies
Implementation
- Investment management your way:
- Advisor-Driven
- Client-Driven
- Income planning
- Cash optimization
- Portfolio and performance reviews
Supported by Related Services and Expertise
- Lending services through Wells Fargo affiliates
- Alternative investment team
- Well Fargo Investment Institute1
- Portfolio analytics and research tools
- Insurance reviews / consultants2
- Multi-generational wealth planning
- Estate planning consultants3
- Tax planning consultants
- Philanthropic giving
- Executive services (e.g. stock options,
concentrated positions, etc.)
Our Commitment
At the Prentis Wealth Management Group of Wells Fargo Advisors we are dedicated to remaining accessible, accountable and personally involved with each of our clients.
We want to understand the passions that get you up in the morning and the concerns that keep you up at night. Together, we build a comprehensive plan that best fits your needs and is consistent with all of the personal values that you define in the process. We then construct a portfolio of best-in-class investments to help you achieve your personal and financial goals. Throughout this process, we want you to understand what you own, why you own it, how it’s performing and what it costs.
1 Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
2 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. May not be available in all states.
3 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.