Personal Trust Services
To provide trust services to our clients we have partnered with Wells Fargo, a leader in trust services for over a century. Since they are chartered in the state of Delaware they are permitted to act as fiduciary for Delaware trusts which offer a number of legal and tax advantages. This brochure describes their services.
Download Personal Trust ServicesQualified Retirement Plans
As a business owner, one of your most important financial planning decisions is choosing the right retirement plan for your company. At WrapManager, we offer the full range of retirement plan options. This brochure is a good place to begin understanding your choices.
Donor Advised Funds
A Donor-Advised Fund offers the opportunity to create an easy-to-establish, low cost, flexible vehicle for charitable giving as an alternative to direct giving or creating a private foundation. This 18 page brochure provides the details.
Rule 144 – Selling Restricted & Control Securities
This brochure explains the rules you must follow to sell restricted or control stock.
Retirement Readiness Worksheet
This 16 page booklet can help you assess how ready you are to retire. It helps you evaluate your health, social network, housing, life expectancy and lifestyle as well as your financial condition so you make adjustments to get the most out of retirement.