Our Services
 
Connelly & Moore Wealth Management Group serves individuals and businesses in all areas of investment planning.    

 

Investment Planning and Management

Connelly & Moore Wealth Management Group will build a customized investment plan that can help you achieve your goals at a level that is comfortable for you.


Retirement Planning

Let Connelly & Moore Wealth Management Group help you make the most of your employer-sponsored retirement plans and IRAs. We will help you determine how much income you will need to retire comfortably by managing your assets before and after retirement.


Tax Management Strategies*

Working with your qualified tax specialist, we will ensure that you are receiving the optimal tax benefit by developing a customized tax-efficient investment strategy.


Estate Planning Strategies*

We can provide you with access to estate-planning and trust specialists through affiliates in addition to non-affiliated companies of Wells Fargo Advisors. These professionals will review your wills and trusts to provide guidance on how to preserve your estate for your intended heirs. In additions, Connelly & Moore Wealth Management Group can work with your tax and legal advisors to help assist in planning your beneficiary designations and, in some cases, may be able to help reduce unnecessary estate taxes and probate costs.


Education Funding

After an in-depth portfolio review, we will recommend investment and accumulation strategies to help you pay for your children's education.


Employee and Executive Benefits

At Connelly & Moore Wealth Management Group, we help our clients navigate and understand their employee benefits program.


Risk Management

We will review your existing insurance policies to help ensure that you have the right amount and type of coverage to meet your current needs.

 

*Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.