Helping Clients Navigate Financial and Life Decisions

Every client who selects Ferguson Wellman is in a unique place in his or her investing life and is facing different opportunities and challenges. Through our eight disciplines, Ferguson Wellman and West Bearing Investments have the knowledge and resources, as part of a collaborative professional team, to help our clients productively steward their wealth.

Examples Include:

Maximizing Social Security benefits
Planning for education expenses
Collecting and storing pertinent legal, health and financial documents
Providing timely communication regarding the economy and capital markets
Offering family members education on savings, investing and retirement

Evaluating sustainable annual spending in retirement
Assessing how net worth may evolve based on resources and projected cash flow
Understanding legacy objectives and facilitating estate and charitable planning
Designing investment, withdrawal and gifting strategies to optimize potential after-tax returns

Meet the Wealth management TEam

WEALTH MANAGEMENT NEWS

Our eight disciplines

Wealth planning is a comprehensive process of understanding clients financial, family and philanthropic goals in the context of their current resources and projected cash flow. Wealth planning at Ferguson Wellman leverages our Wealth Horizon planning program for clients and includes:

Wealth projections
Asset allocation
Cash flow and spending analysis
Goal-based planning
- Home purchase
- Major purchases
- Gifting
- Philanthropic strategies
- Education planning

Retirement planning at Ferguson Wellman is a dynamic and evolving process. Our goal is to help clients enjoy the journey and make the most out of every life stage. We help clients evaluate the resources needed for their comfortable retirement based on a range of variables that include: current resources, savings rates, asset allocation and desired spending.