Advice Center Blog

Posts by Wes Garner

Tax Planning for Family Business Succession

SUMMARY: Many owners of family businesses are so busy running their companies that they ne...

3 High-Net Retirement Savings Mistakes You Want to Avoid

SUMMARY: When it comes to retirement savings, the goal for most is to accumulate as much w...

401k Planning: 5 Questions to Ask

SUMMARY: Are you taking full advantage of your 401k benefits? Here are some questions to a...

COVID-19 Delaying Your Retirement Date?

SUMMARY: With the uncertainty we've seen this year, many are rethinking their retirement p...

One Tax Shift Most People Miss in Retirement

SUMMARY: Minimizing income taxes is a powerful way to potentially add years to your portfo...

Year-End Tax Planning

SUMMARY: Making the right moves before the year ends could help you save a bundle on your ...

Avoid The Market Timing Trap in Retirement

SUMMARY: After decades of adding to your retirement accounts, making the mental switch to ...

Planning Your Distributions After Retirement

SUMMARY: When planning your retirement distributions, it's important to come up with a str...

ABCs of Investing for College

SUMMARY: Savings are the cornerstone of any successful college financing plan. The earlier...

Wes Garner

Wes Garner

Wes leads a proactive Wealth Management team with 17 years of experience in the industry. He has served in both advisor and senior leadership roles within wealth management divisions, from credit unions to high net worth focused private banks. His work is driven by a desire to care about his team and clients as if they are family.