Our Services

We work with trust companies to help you use your wealth to support the people and causes you care about. Trust accounts can help you plan for changing needs, maximize what you leave to heirs or charitable causes, and minimize the effect of taxes.

Our retirement planning strategies are designed to help you identify your specific retirement goals and then develop a comprehensive plan to achieve those goals. We’ll help you manage every aspect of your transition from working to retirement, such as balancing the need for predictable cash flow and your desire to leave a legacy. You’ll also have the flexibility to adjust your plan as needed to support your pre and post-retirement lifestyle.

We take the time to listen and learn about your business and its growth opportunities, challenges, and operations. Our team strives to be a valued resource, no matter where you are in your business life cycle.

We provide analysis to help you to determine approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.

Insurance protection is a crucial component of a comprehensive, long-term plan. A variety of uncontrollable circumstances can influence your financial future; we provide you with access to a wide range of insurance coverages that can protect your financial security and reduce risk. These include disability, life, and long-term care insurance. We will also review your existing insurance policies.^*

We can work with you and your other professional advisors to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Vine & Branch Capital provides executives and small business owners with recommended strategies designed to increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, estate planning strategies, and business transition strategies, as well as 401(k)s, 403(b)s, defined benefit, and profit-sharing.

We are dedicated to helping non-profit organizations fulfill their mission by providing financial services that support the unique needs of charitable institutions. We can work with a wide variety of non-profit organizations, including educational organizations, religious groups, health and human service providers, family foundations, and donor-advised funds.