Northsound Wealth Management

OUR SERVICES

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Our Client Service Commitment

Drawing on our extensive financial-services experience, we seek to build and preserve our clients’ wealth. Our attention to the composition and performance of portfolios and our frequent communication with each client are the hallmarks of our service commitment. We maintain long-term relationships with affluent clients who typically have portfolios of $250,000 or more of investable assets. By taking the time to first understand your values and priorities, we feel we are better positioned to implement an effective strategy and then regularly review its progress.

"OUR FINANCIAL ADVISORY PRACTICE IS DESIGNED TO HELP YOU LIVE YOUR LIFE IN THE BEST WAY POSSIBLE WITHOUT UNDUE SACRIFICE OR OVEREXPOSURE TO RISK."

Summary of Services:

	Comprehensive Investment Planning Personal Net-worth analysis Education Planning Retirement plans, including Self-Directed IRAs Pre-and post-retirement planning Long-term care coverage assessment Income-tax¹ and cash flow planning
	*Portfolio Management* Fee-based portfolio management² Asset-allocation review Structured portfolios - including mutual funds, ETFs, variable annuities and tax-advantaged investments Independent professional money manager selection³ Quarterly performance reports Regular performance reviews
	Comprehensive Asset Management Cash management strategies Online access to account information Aggregate reporting on assets held at other institutions Analysis of your fixed-income holdings
	*Estate Planning Services and Trust Services⁴* Comprehensive estate planning strategies and analysis Trust portfolio management and administration Life insurance analysis⁵
	*Services for Qualified Executives and Businesses* Business succession planning strategies Financial advice on proceeds from retirement distributions or the sale of a business Retirement-plan services, including design and implementation of 401(k) plans Strategies to diversify concentrated stock positions

¹Northsound Wealth Management and Wells Fargo Advisors Financial Network, LLC do not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals.

²Fee based programs may not be appropriate for all clients.

³Independent money management may not be suitable for all investors.

⁴Trust services are offered through a wholly owned subsidiary of Wells Fargo & Company.

⁵Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated Insurance companies.

About Us