Services
We take the time to understand all the financial goals and objectives you have. After accessing your financial objectives, we will help structure an investment portfolio that is tailored to work towards accomplishing the goals you have set.
Using sophisticated monitoring analytic technology, we conduct a comprehensive market analysis to identify securities that present a strong earnings potential in high-quality businesses.
With different market conditions and world events, our team is actively watching the different markets and diligently looking for investments that align with our approach. With our knowledge and market tools, we aim to provide the same tools to individual and family investors that institutional investors use.
With different market conditions and world events, our team is actively watching the different markets and diligently looking for investments that align with our approach. With our knowledge and market tools, we aim to provide the same tools to individual and family investors that institutional investors use.
We offer advisory* account management so that each portfolio is created and maintained by experienced professionals ensuring our strategies are working towards achieving financial goals. We are in constant communication with clients and evaluate their objectives with current market conditions to ensure transparency backed by data.
Creating a business success plan is essential to business owners. We offer services to build efficient, progressive business plans and strategies. From financial advisory to employee plans, we are here to help businesses stay focused on their craft, while we maintain and administrate the financial aspects.
The first step to preparing for your future starts with us. Whether it be for college savings, retirement savings, insurance considerations*, or lifestyle, our team can walk you through the different steps to ensure you are proactive for all of life’s endeavors.
As a family-oriented business, we understand the importance of your legacy. We aspire to look beyond investments to carefully analyze family goals and to help build something that can last for generations. Our team is here to provide support that exceeds expectations and build trusted, meaningful relationships that continue to empower the next generation.
We offer retirement planning with 401(k)s, individual retirement accounts, and professional retirement advisory. We help clients understand the importance of retirement vehicles and their tax benefits. At SPWG, we work with client’s Attorneys and CPAs and go through the necessary financial process to work towards financial clarity.**
*Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors.
**Insurance products are offered through our affiliated nonbank insurance agencies.
***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.
**Insurance products are offered through our affiliated nonbank insurance agencies.
***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.