Wachovia

 

The Ranch Investment Consulting Group delivers knowledgeable financial advice and wealth management services through a staff of five investment professionals with more than 80 years experience and three exceptional, client centric relationship managers.

We advise clients who have more than $2 million in corporate, family and individual assets held with Wells Fargo Advisors, LLC and have extensive experience assisting high-net-worth clients with:

 


• financial and investment strategies
• wealth transfer and preservation
• business services
• retirement strategies and solutions
• estate planning strategies working with a client’s family advisor
• portfolio development
• concentrated stock strategies


As a leading provider of investment services, the Ranch Investment Consulting Group would like to help you plan for the future.

What sets us apart:


Open Architecture: Our uncommon and bold approach to total client team immersion is our open floor plan. This is the cornerstone of our business and is unique in the industry.


Commitment and focus: Our clients are comprised of affluent families and individuals, corporate executives and successful business owners who value the commitment we bring to each relationship. We believe that most successful wealth management strategies looks at the big picture.  We endeavor to establish deep and valued relationships with clients to truly define their needs, aspirations and risk tolerance levels.
 


Knowledge: We understand the financial disciplines that matter to you, including asset management, tax minimization* and concentrated stock management strategies, as well as philanthropic planning.
 

Our Approach:  Equipped with the knowledge of client's goals, we help you set targeted objectives that are flexible enough to adapt to your changing personal and/or business financial needs. Our job is to help you organize and set those strategies into action, finding solutions and identifying opportunities that could influence your financial success and security. 
 

* Wells Fargo Advisors, LLC is not a legal or tax advisor.
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Estate Taxes

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Taxable Equivalent Yield

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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