Our Wealth Management Services

We offer a wide range of financial products and services to individuals and business owners. By combining this with sound financial advice, we believe you will be better able to identify your goals and make informed decisions to help reach them.

Retirement Planning Services | Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

Business Advisory Services | We work with you and your other professional advisors to assess your unique situation and recommend investment strategies designed to help increase your business valuation and personal net worth. If you’re growing, buying or selling a business, we will explain the wide scope of alternatives and assist you in making complex investment decisions. Our highly specialized business advisory services include providing you with access to Wealth Management, Commercial Banking and Investment Banking as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates. 

Employee and Executive Benefits | A proper benefits plan is an important recruiting and retention tool. We help you review the benefits your business offers – including retirement, health care, stock incentive plans, nonqualified deferred-compensation plans and employee-retention strategies – from the perspective of both employer and employee.

Institutional Consulting | We are dedicated to fostering long-term relationships with institutional clients and their boards. We pride ourselves on the trust and confidence placed with us to safeguard our clients’ wealth so that they can help achieve their financial goals and sustain their mission

Estate Investment Planning Strategies | We will review your current estate investment plan to ensure it is up to date and properly structured to help protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.

Education Funding | We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding strategy, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.

Risk Management | Insurance protection is a crucial component of a comprehensive, long-term financial plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life and long-term care insurance. We will also review your existing insurance policies.

Wells Fargo Advisors Financial Network and SC3F Wealth Management Group are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action.