Individuals & Families

Building deep relationships takes time and trust. We design strategies to grow, preserve, manage, and transition your wealth.  We leverage the knowledge and resources of our team to provide you and your family with a range of comprehensive wealth management services.
Retirement Planning

Retirement Planning

No matter your age, achieving your retirement goals requires planning now. It's crucial to compare the costs of your envisioned lifestyle with the income you expect to receive from all of your income sources during retirement. Our team offers the tools, technology, and expertise to help you plan for a successful retirement.
Estate and Legacy Planning

Estate and Legacy Planning Strategies

Developing an estate plan is about taking control. The plan will control how assets are managed and distributed, along with who will handle these tasks if you cannot. An estate plan will help 1) determine who will inherit your assets, 2) take care of your minor children, and 3) make legal and healthcare decisions for you if you are not able.
Insurance

Liability and insurance strategies

It’s common to ask yourself, “If something were to happen to me, would my family have enough to live on?” Now, more than ever, it’s an important question to consider. Our team can help review your current financial situation and develop a strategy to help protect your family’s financial needs. We recommend revisiting your life insurance needs as your financial and family situation changes.
Investment Management

Investment Management

Whether you’re focused on growing your wealth or preserving assets for your legacy, High Ridge Wealth Management is dedicated to helping you achieve your goals. As you transition through different phases of life, your financial needs naturally evolve and often become more complex. Our professionals continue to analyze your situation and recommend strategies based on your changing needs. The result is a uniquely personalized wealth plan tailored to you and your family.
Income Strategies

Income Strategies

Depending on your unique situation and financial goals, income investments can play a crucial role in your overall wealth plan. Whether you're looking to supplement retirement income, fund the purchase of a second home, or cover college expenses, having a steady income stream can be beneficial. Fixed income investments can provide balance and stability, helping to protect your portfolio against market volatility and price corrections.
Tax Strategies

Tax Strategies

Tax implications are a big consideration when managing wealth. Our team will collaborate you and your tax advisor and keep you abreast of the latest tax legislation. We understand the impact of tax considerations when implementing your investment strategy and can make needed adjustments as policies and legislation changes, paying close attention to what you will keep versus what you will pay in taxes.
Education Savings

Education Savings

How can you help your children and grandchildren pay for college?  The first step is to make sure education savings is incorporated into your overall wealth plan. Even if the children are young, it’s not too early to start planning.  We can help grow and manage your education savings while still planning for other financial goals.
Wells Fargo Advisors Financial Network 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 nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
High Ridge Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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