CONNECT

Address:

2723 S. State Street, Suite 320
Ann Arbor, MI 48104

Phone:

(734) 668-4300

Fax/Other:

(734) 663-5030


Core Service Offerings


To help you achieve your goals, the Stutzmann-Moore Wealth Management Group provides customized services and tools to help meet your changing financial needs. We employ Wells Fargo Advisors' Envision® planning process as an effective tool to bring objectivity to investment planning and clarify your life dreams and objectives.

Investment Planning and Portfolio Construction 

We craft a forward-thinking plan that is designed to help support today's objectives and tomorrow's goals.

  • Customized investment planning

  • Comprehensive net worth statement

  • Income tax and cash flow analysis*

  • Retirement income strategies

  • Retirement planning and goal monitoring

  • Charitable giving techniques

  • Asset allocation strategy

  • Education planning

  • Executive compensation planning / employer stock option analysis

  • Portfolio risk analysis

  • Business succession planning

  • Intergenerational wealth transfer

Estate Planning Strategies and Trust Services**

  • Revocable and irrevocable trust services

  • Business advisory services

  • Estate services

  • International client investment services

  • Legacy trust

  • Life management services

  • Oil, gas and mineral management

  • Philanthropic services

  • Real estate asset management

  • Special needs trust services

Other Key Services

Along with our access to a wide variety of professionals – including estate planning advisors/attorneys; CPAs; Disability, Life Insurance, and Long-Term Care Consultants; and Government and Employee Benefits Consultants – we can provide our clients with the following additional services:

  • Facilitate defined-benefit plans / profit-sharing plans

  • Non-qualified deferred compensation

  • IRAs, Roth IRAs, conversions, and other IRA strategies

  • Prototype retirement plan

  • Insurance strategies for life, health, disability and long-term care***

  • Annual review (a process to track your progress against goals)

  • Internet resources to assist with online account management

We will also work in tandem with your attormey or accountant as required.*


*Wells Fargo Advisors does not provide legal or tax advice.

**Available through affiliates.

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

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