More than just investments.

WEALTH MANAGEMENT

DISCOVERY PROCESS

Goals and needs analysis
Understanding your family's dynamics
Risk assessment

MULTI-GENERATIONAL WEALTH TRANSFERS

Personal and family security
Insurance Planning & Management (life, disability, long-term care)
Estate Planning Strategies and Document Review (Wills, trusts, and other planning documents)

WEALTH PRESERVATION & RISK MITIGATION

Strategies designed to preserve against risks to your personal and business affairs
High quality tax-free municipal and corporate bond strategies

WEALTH ACCUMULATION

Growth-oriented, opportunistic equity and fixed income strategies
Alternative investments
Open architecture advisory platform

TAX EFFICIENT STRATEGIES

Core investment strategies focusing on seeking after-tax returns
Portfolios designed to help minimize investment costs and expenses and avoid unnecessary portfolio turnover

LIABILITY MANAGEMENT

Through our Wells Fargo affiliates, you have access to banking services

EMONEY PLANNING PROCESS

There are five stages in the eMoney experience to help you answer questions most important to you - whatever your journey.

Understand

We listen and ask questions to discover who and what is important to you. This helps you define your values, goals, and priorities.

Plan

Your advisor can create a personalized plan to connect the pieces of your financial life using robust technology to simplify complex planning. Collaboration between you and your advisor is a key part of fine-tuning the plan to clarify goals and set the stage for the future.

Propose

You will have choices to make. eMoney helps you compare your options and make informed decisions with the help of "what if" scenarios.

Implement

It's time to put preparation into action. Your plan may include custom-tailored solutions and strategies to help you move the needle closer to achieving your goals.

Revisit

As your life changes - as it inevitably will - eMoney helps make it easier for you to adjust a plan through actively connecting with your advisor and access to mobile technology.

IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.

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GETTING STARTED

We encourage you to schedule a confidential, no-obligation eMoney plan review to help you determine where you stand in reaching your financial goals and start charting and tracking a plan to help you get there.

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