Financial Services for Individuals
The Pidgeon Group tailors every investment plan to the needs of each individual family. At The Pidgeon Group of Wells Fargo Advisors, we believe in personalized investment planning tailored to your unique needs and goals. Our approach combines comprehensive financial strategies with cutting-edge technology to help ensure your financial future is secure and aligned with your values. Together we assess where you are today in relation to where you want to be in the future. Your investment plan is constructed as a unique roadmap with strategies to help achieve your financial goals.
Holistic Investment Planning
We take a holistic approach to investment planning, using sophisticated investment planning software to create personalized plans that account for both short-term needs and long-term goals. Our Envision plans are adaptable and flexible, stress-tested through Monte Carlo simulations to ensure robustness against various market conditions. See more on our Investment Planning webpage.
Success Stories
Success Story: One of our proudest achievements is our longstanding relationship with a multigenerational family. Over five generations, we have helped them maintain clear communication, efficient management of their family business, and tax-efficient estate planning strategies. Regular meetings ensure all family members are informed and educated about financial matters, fostering a legacy of financial security and prosperity.Client Education
We are committed to empowering our clients through education:
- Next Generation Meetings: Designed for both older clients and the next generation inheriting assets, these meetings focus on understanding family goals and values, ensuring a smooth transition of wealth and values across generations.
- New Advisor Education: We engage with high school students, college graduates, and recent graduates to educate them on essential financial concepts such as investing in company 401k plans, building emergency savings, and the importance of life insurance. Learn more about these offerings on our Services For Friends and Family page.
Proactive Financial Management
We proactively review your investments and recommend adjustments as needed based on market trends and your evolving financial goals. Our goal is to maximize your investment returns while managing risk effectively.
Values-Based Investing
We align your investments with your values, integrating environmental, societal, and governance (ESG) principles into our investment strategies. Whether you prioritize sustainable investing or social responsibility, we offer tailored solutions that reflect your beliefs and goals. See more on Our Investments webpage.
Charitable Giving Strategies
Many of our clients are passionate about giving back. We specialize in advising on Donor Advised Funds and Private Foundations, helping you maximize the impact of your charitable contributions while optimizing tax benefits. We discuss all options with you based on your philanthropic goals and preferences.
Our Process
For a detailed overview of what to expect when working with us, please visit our Onboarding webpage. Here, you can find the step-by-step process of how we begin our journey together, ensuring a smooth and comprehensive onboarding experience.
Conclusion
With a legacy of excellence and a commitment to personalized service, The Pidgeon Group of Wells Fargo Advisors is your trusted partner in investment planning. We invite you to join the many families that have benefited from our expertise and dedication. Contact us today to learn more about how we can support your investment planning needs.