Werner Financial Group works with clients to help grow and protect wealth through our investment management and estate planning services. Our clients include companies, individuals and family trusts.
We work with clients through all stages of their financial life cycle:
We provide investment guidance, plan design advice and financial services. Once our clients reach retirement age, our focus shifts to helping to protect their accumulated assets and ensure the appropriate investment allocation for their retirement income needs. With proper navigation through these stages, clients are then able to utilize their remaining financial resources to plan for their family's legacy through our estate investment planning and wealth transfer services.
*Trust services available through banking and trust affiliates, in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorny that specializes in estate planning and is licensed to practice law in your state.