Our Services

We provide an array of services for our retail clients including:

  • Wealth Accumulation and Protection
  • Asset Allocation and Investment Advice
  • Retirement Planning
  • Education Funding
  • Asset Management
  • Income and Liability Analysis
  • Estate Planning Strategies and Trust Services
  • Insurance Planning
  • Generational Wealth Transfer Strategies
  • Philanthropy Planning
  • Access to Lending Services through Wells Fargo affilliates

And for our clients whom own businesses we provide the following additional services:

  • 401(k) and Corporate Retirement Plans*
  • Institutional Consulting Services
  • Cash Management
  • Concentrated Equity Management
  • Stock Option Services
  • Business Succession Planning


* For more information about our 401(k) and Corporate Retirement Plan services please visit our dedicated website at www.BF401K.com