Riherd-West Financial Services

Our services are designed to consider your wealth in its totality.

Comprehensive Planning

We work with your existing partners, including CPAs and attorneys, to ensure that financial planning, estate planning and tax planning are fully integrated.

Wealth Management

We provide a broad range of offerings including investment management and estate planning, as well as trust administration. We are dedicated to integrating all areas of wealth management to achieve your goals.

Private Investment Management

We create an individual investment portfolio tailored to your unique financial needs. Once established, we carefully monitor your investment performance and progress towards your long-term goals.

Generational Planning

Estate Planning: We help establish (or refine) a plan that aligns with your goals for moving assets to each generation within your family.

Charitable Gifting: When desired, we can help establish a philanthropy plan which maximizes your charitable intent while minimizing tax liabilities.

Corporate Executive

We establish a strategy for corporate stock holdings and integrate that strategy into a customized overall wealth management plan.

* Wells Fargo Advisors is not a legal or tax advisor.

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, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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