Vice President - Investments, The Kalas Keeley Group
CurrentWhat We Do:Simply put, we focus on helping clients pursue their objectives, which typically include: 1. Creating and Potentially Growing Wealth2. Protecting and Preserving Wealth3. Control and Distribution of Wealth During Life in a Tax-Efficient Way4. Distribution of Wealth After Death in a Tax-Efficient Way*We prefer to work with your other professional advisors (CPA/Tax Attorney, Estate Attorney*, and Insurance Agent) in the development and execution of tailor-made strategies to help assure continuity of advice.* 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.Our Process:We believe highly successful clients deserve more than periodic financial advice. A solid wealth management strategy begins with a thorough understanding of your goals, objectives, and personal circumstances and continues to be monitored and adjusted as you and your family move through the various phases of your financial life. Our comprehensive investment strategies are designed to help you work toward your lifetime goals and help ensure that your financial house remains in order. We develop these through a series of in-person meetings. Whether you are an affluent individual, leader of a wealthy family, small business owner, physician, attorney, endowment, or foundation, the process is the same.Specialties: Investment Planning, Wealth Management Strategies, 401(k) Options, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Bonds, Stocks, Estate Planning Strategies, Roth IRAs, Traditional IRAs
