Our Services

We serve individuals and businesses in all areas of Investment Management and Financial Planning, including:

Investment Management - Our team currently manages five Global All Asset Model Portfolios available to our clients: Tax-Advantaged Income, Income, Balanced, Growth, Aggressive Growth.

Investment Consulting - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Retirement Planning - Making the most of your employer-sponsored retirement plans and IRA's. Determining how much you need to retire comfortably. Help managing assets before and during retirement.

Estate Planning* - Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Education Funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Risk Management** - Reviewing existing insurance policies.

Tax Management* - Ensuring your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Employee and Executive Benefits - Helping your business attract and retain qualified employees through benefit packages.

* Keudell/Morrison Wealth Management does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
 ** Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.