Knowledge is powerful.

At the Hitchcock Investment Group, we believe an educated investor is a successful investor. That's why we provide our clients with advice, information and market analysis that goes beyond just investing. Unlike other wealth management teams, we're not afraid to dig into the details to provide our clients with market-centric data and strategic information that makes them wiser and smarter investors. These can include:
 
Investor workshops
Educational Seminars
Investor calls where you can listen to the latest market trends from industry experts
Client appreciation events
Market updates from the Wells Fargo Investment Institute
 

Mindful investing.

Socially Responsible Investments (SRI's) are no longer the outliner options they once were. Today, “impact investing” has grown to be a market strategy embraced by those investors looking to be more socially responsible in their investment options. We can provide SRI options that have been meticulously researched and vetted and can be included as part of your investment portfolio allocation and align with your personal beliefs and life values.
 

Wealth generation to generation wealth.

A roadmap to your financial future doesn't stop when you reach your destination.
Crafting an investment plan that passes down to your children, your grandchildren and beyond should be at the core of your investment strategy. As your investments grow, we'll help you develop a robust roadmap and a Lifetime Transfer Plan that can be transferred to your designated beneficiaries, securing your financial legacy for years to come.
 

The Investment Road Less Traveled.

Every investor is unique. Some prefer the more hands-on approach to their investments, where others prefer to take the investment road less traveled. The Hitchcock Investment Group has a full range of services that go beyond just investing. We also have a wealth of investment specialists with experience across multiple investment disciplines.
 
Asset Management
Risk Control Strategies
Tax Minimization Strategies
Retirement Income
 
Executive Services
Concentrated Equity Positions
Stock Options
 
Retirement Benefits
Social Security
Investment planning surrounding Medicare
(Note: we don't offer Medicare options or advice)
 
Alternative Investing
Private Equity
Hedge Funds
Donor Advised Funds
 
Other Specialized Services
Philanthropic Services/Charitable Giving
Access to lending and banking products through Wells Fargo affiliates
Insurance/Long Term Care
College Savings Plans
High-Net-Worth Planning
Special Needs & Elder Care Trusts Services
Business Advisory
Investment Banking: Mergers & Acquisitions
 
 
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a 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. Trust services available through banking and trust affiliates in addition to non affiliated companies of Wells Fargo Advisors. 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.