Comprehensive Investment and Wealth Management

Customized Investment Portfolio Management
  • Construction and implementation of a customized investment management approach based on your individual goals, needs and objectives.

Employee and Executive Benefits

  • Evaluation, development, and execution of comprehensive retirement and executive benefit plans

Divorce Financial Analysis

  • Financial analysis & guidance before, during, and after a divorce

Tax Planning*
  • Collaboration with qualified outside professionals to assure tax efficiency
  • The benefits of funding and maximizing tax-deferred investment vehicles

Estate Planning Strategies / Trust Services*

  • Working with estate planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce exposure to estate taxes and probate costs, and coordinate your tax and legal advisors.

Domestic Partnership Focused Planning

  • Understanding the investment and estate planning strategies implications of domestic partners, (LGBT) individuals and heterosexual couples who choose not to marry.

Education Funding

  • Recommendations on investment and accumulation strategies to help you pay for your children or grandchildren's education.

Risk Management**

  • Review of existing insurance policies.
Access to Lending Services  (through Wells Fargo Affiliates)
The use of Certified Divorce Financial Analyst® designation does not permit Wells Fargo Advisors Financial Network or its Financial Advisors to provide legal advise, nor is it meant to imply that the firm or its affiliates are acting as experts in this field.   * Crisci Private Wealth Management and Wells Fargo Advisors Financial Advisors does not  provide legal or tax advice.  ** Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investments products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN).  Crisci Private Wealth Management is a separate entity from WFAFN.