Our Services
At Pittman Wealth Management, we are an independent practice with access to the resources and investment products of Wells Fargo Advisors Financial Network. We specialize in creating a plan that can help you stay focused, plan for challenges ahead, and make choices that work for you.
Retirement Planning
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.
Estate Planning Strategies
Through our association with Wells Fargo Advisors Financial Network, we will work with estate-planning and trust specialists to help review your wills and trusts to better preserve your estate for intended heirs, establish beneficiary designations, and work to reduce your exposure to estate taxes and probate costs. If needed, we will also work alongside a client’s existing legal/accounting professionals for unity across their entire financial landscape.
Tax-Efficient Strategies
Analyzing your financial circumstances and searching for tactics to potentially minimize your current and future tax burden.
Legacy Planning
With each passing year, legacy planning becomes more critical as you aim to ensure your wishes are followed in future years. Our advisors can help you build a plan and take action to manage your personal/business legacy.
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. Wells Fargo Advisors Financial Network is not a legal or tax advisor.