Our Services and Solutions

ABLE Financial Group specializes in working with clients with investable assets between $250,000 and $5,000,000.  The practice believes in taking a comprehensive and holistic approach to managing wealth.  To help you reach your investment objectives, we offer a wide range of financial solutions, including:

  • Investment Management—By evaluating institutional statistics such as Modern Portfolio Theory, style-specificity, expenses, portfolio holdings, and others, we are able to make informed investment choices for our clients.  The approach focuses on risk-related performance: our goal is to help our clients identify the risks they are willing to accept and those they wish to avoid and to develop investment portfolios which seek to get the highest return for their investment portfolio relative to those accepted risks.
  • Estate Planning—We are not attorneys, but we believe a comprehensive analysis includes a discussion on the legacy planning and a smooth transition between generations.  We will work with your legal professionals to coordinate the implementation of your estate plan from beginning to end.**
  • Risk Management—As non-captive, independent advisors, we work with a wide range of providers to find appropriate solutions to our client’s risk management needs.  We help clients manage the unexpected events in life by addressing their life, long-term care, and disability insurance needs.***
  • Small Business Planning—we understand the complexities of owning and running a small business.  We help clients keep more of what they make by evaluating the various retirement plans, executive compensation and business buy-sell/continuity strategies.
  • Planned Giving Strategies—we can help coordinate the giving strategies for the causes you are most passionate about and we can help non-profits develop and expand their planned giving solutions to their donors.  As an independent practice, we promote active participation in giving back to the Community by volunteering both time and resources to a variety of worthy causes.

 

** Neither Wells Fargo Advisors nor ABLE Financial Group are legal or tax advisors

*** Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.  Not available in all states.