COMPREHENSIVE INVESTMENT PLANNING
We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve and transfer your wealth. This includes:
- Pre- and post-retirement planning
- Estate planning strategies, coordinated with your legal advisor as needed
- Income tax planning strategies, coordinated with your tax advisor as needed
- Long-term care analysis
Wells Fargo Advisors Financial Network does not provide legal or tax advice. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
- Insurance planning strategies
- Education planning strategies
Portfolio Management
Parker Private Wealth Management Group offers discretionary portfolio management for investors who seek the flexibility to efficiently build and maintain a customized portfolio using a diverse selection of investments. We provide active, strategic investment management and tactical portfolio rebalancing with the objective of helping you achieve specific investment goals throughout various market cycles while buffering market volatility. This includes personalized asset allocation, fee-based advisory services, tax-advantaged investments and annuities, mutual fund programs, and fixed-income investments.
We provide corporate executives and business owners with strategies designed to increase corporate and personal net worth as well as maximize employee benefits. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.
We are passionate about serving as an advocate for our client plan sponsors and their employee participants. Our highly skilled retirement plan experts are dedicated to delivering fully customized retirement plan solutions designed to achieve the objectives of plan sponsors. This encompasses reducing liability, optimizing plan designs for employees and advocating for participants to make retirement readiness a top priority.
We offer a highly specialized area of expertise in assisting plaintiffs and their families in rebuilding their financial security after an accident, medical mishap or loss of a loved one, in coordination with your tax and legal professionals. Whether it is setting funds aside for healthcare, opening Special Needs Trusts, or managing a budget to cover bills and expenses, we have the resources and expertise to effectively execute your plan.
We provide corporate executives and business owners with strategies designed to increase corporate and personal net worth as well as maximize employee benefits. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.
We are passionate about serving as an advocate for our client plan sponsors and their employee participants. Our highly skilled retirement plan experts are dedicated to delivering fully customized retirement plan solutions designed to achieve the objectives of plan sponsors. This encompasses reducing liability, optimizing plan designs for employees and advocating for participants to make retirement readiness a top priority.
We offer a highly specialized area of expertise in assisting plaintiffs and their families in rebuilding their financial security after an accident, medical mishap or loss of a loved one, in coordination with your tax and legal professionals. Whether it is setting funds aside for healthcare, opening Special Needs Trusts, or managing a budget to cover bills and expenses, we have the resources and expertise to effectively execute your plan.