Wells Fargo Advisors

Delighting our clients with personalized service and insight, and helping them realize their dreams through honest diagnosis and strategic positioning.

 

(Pictured above from left  - Eric Chetwood, Michelle Disney, Elizabeth Benson, Rick Adams)

 

OUR MISSION - Delighting clients with personalized service and helping them acheive their financial goals through comprehensive wealth management.

Welcome to the Adams Chetwood Wealth Management Group of Wells Fargo Advisors website, where you'll find a wealth of information about our capabilities and how we can help you discover and achieve your financial goals. We're here to help educate you about the basics of investment planning and help you gain a better understanding of the financial concepts behind retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

We hope you take advantage of our resources and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.


 

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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