Faley Eckerman
Wealth Management Group

(425) 450-2231

Providing Customized Financial Solutions

Working closely with you and any other professional advisors you designate, we examine your financial situation in depth. Based on this information, we make recommendations and implement strategies designed to achieve your objectives.

Wealth Management Services

  • Net-worth analysis
  • Retirement income analysis and strategies
  • Income and expense analysis
  • Investment planning
  • Education planning
  • Employee benefits review including 401(k) analysis
  • Retirement planning
  • Insurance planning
  • Estate planning strategies

Business Solutions

Faley Eckerman Wealth Management Group provides business executives with recommended strategies to help maximize employee benefits such as:

  • Stock Options
  • Employee Stock Purchase Plans
  • Restricted Stock Units
  • Company 401(k)s
  • Concentrated Stock Positions
  • Employee Benefits Review

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy.

Investment Advisory Services

  • Asset allocation analysis and recommendations
  • Investment policy statement preparation
  • Development of an investment portfolio
  • Risk Tolerance Assessment
  • Detailed analysis of current investments
  • Selection and oversight of money managers
  • Estimate tax ramifications of investment strategies
  • Tax-efficient investing
  • Portfolio re-optimization and rebalancing

Wells Fargo Advisors is not a tax or legal advisor. Please consult your chosen tax or legal professional for specific questions.

Insurance products are offered through our affiliated nonbank insurance agencies.