Who We Work With

Customized Planning – No Matter How Complex

It starts by building a trusted relationship with you and your family. As holistic planners, we often coordinate and run family meetings to help your family communicate better, solve challenges and organize your financial life. We leverage the knowledge of our team members to implement strategies that work to simplify your finances and your life. We help you answer questions such as:

How much can I spend and not run out of money?
Is my asset allocation appropriate for my spending goals in retirement?
Am I paying too much for my investments and/or my investment manager?
If something happens to me, who will help my family through the transition?
How should I put together a distribution plan for my assets?
How can I plan for health care costs in retirement?
What are appropriate ways to help fund my children's’ or grandchildren's education costs?

A people-focused, process-driven approach designed for complex needs

_{Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.}

Next Generation

As a valued client, we can help your next generation get started on the road to financial success. Let’s have a conversation about how we can get started planning with your next generation.

Can you help our children/grandchildren get started on a road to financial success?
Is it possible to provide our children/grandchildren a financial plan for their future?
Our children/grandchildren need advice about their corporate retirement plan? Can you advise?
Is now the right time for our children/grandchildren to purchase their first home?

Complex wealth management challenges require elevated services and capabilities.

As a busy executive, you have a lot on your plate. We are dedicated to guiding you through the complex world of executive benefits.

We work to analyze various factors including your compensation package, equity position and other corporate benefits. Together with you, your CPA, your attorney and other trusted advisors, we recommend appropriate strategies for your situation taking into account your total financial picture.

We can help you with required SEC filings, analyze current market conditions and execute your holdings. Our system of checks and balances enables us to continually review your needs and review your benefits.

The Sylvestre-Wall Group has years of experience in helping solve the full spectrum of challenges faced by busy executives. Not often found in the industry, our team’s elevated level of service is designed to support your full financial picture and help you preserve and grow your wealth across generations.

_{Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.}

Business Owners

As a business professional or business owner, your finances require an additional level of careful planning to put you in the best position to succeed over the long term. We help you consider all aspects of your situation as you prepare for the future. We can help answer:

Are there strategies that could reduce my taxes and better diversify my assets?
How can I use debt to grow my business?
Am I properly protected in terms of liability exposure?
How much money should be on hand in our emergency fund?
How can I help smooth out our uneven cash flow?
Is our qualified retirement plan meeting the needs of all employees?
How can I provide my employees with more education on retirement planning?
How can I free up more time to spend with my family?
When is a good time to put an exit strategy in place?

Trusted Professionals

The Sylvestre-Wall Group’s proactive approach to planning is designed to maximize the effectiveness of your strategies by working directly with your trusted professional advisors including your attorney, CPA and trust administrator.

We serve as a valued resource to help ensure your wealth plan is cohesive, efficient and addresses the many facets of your financial life.

Through our people-centered, process-driven approach, we focus on collaborating with your professional network to help streamline your advanced planning needs and achieve your goals.

We have decades of experience planning and coordinating complex financial challenges and work in concert for your family’s success.