Our Services

We serve individuals and businesses in all areas of investment planning, including:

 • Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.

Tax management* - Help making sure your portfolio is tax-efficient.  Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Estate Strategies- You have access to wealth planning and trust strategists through our affiliates to help educate you on strategies that may preserve your wealth for heirs, help you review beneficiary designations for consistency, and present alternatives that may lessen your potential exposure to estate taxes and probate costs. Throughout this process, it is imperative to work closely with your tax and legal advisors.

Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Risk management - Reviewing existing insurance policies.

Investments - Determining your asset-allocation needs.  Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

 

"Our goal is not to sell financial products.... it's to help enrich your life."

 

 *Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Durand & Gallentine Investment Management Group and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.


                                        Ft Myers Clock