Faley Eckerman
Wealth Management Group

 Phone:            
(425) 450-2231

Providing Customized Financial Solutions

Working closely with you and any other professional advisors you designate, we examine your financial situation in depth. Based on this information, we make recommendations and implement strategies designed to achieve your objectives.


Wealth Management Services

  • Net-worth analysis
  • Retirement income analysis and strategies
  • Income and expense analysis
  • Investment planning
  • Education planning
  • Employee benefits review including 401(k) analysis
  • Retirement planning
  • Insurance planning
  • Estate planning strategies


Business Solutions

Faley Eckerman Wealth Management Group provides business executives with recommended strategies to help maximize employee benefits such as:

  • Stock Options
  • Employee Stock Purchase Plans
  • Restricted Stock Units
  • Company 401(k)s
  • Concentrated Stock Positions
  • Employee Benefits Review

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy.

Investment Advisory Services

  • Asset allocation analysis and recommendations
  • Investment policy statement preparation
  • Development of an investment portfolio
  • Risk Tolerance Assessment
  • Detailed analysis of current investments
  • Selection and oversight of money managers
  • Estimate tax ramifications of investment strategies
  • Tax-efficient investing
  • Portfolio re-optimization and rebalancing


Wells Fargo Advisors is not a tax or legal advisor. Please consult your chosen tax or legal professional for specific questions.

Insurance products are offered through our affiliated nonbank insurance agencies.
Faley Eckerman Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, FL, GA, HI, ID, KS, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NM, OR, PA, SC, TN, TX, UT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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