Your Family's Financial General Manager

At Casebeer McCollum Wealth Management, we serve as your family’s General Manager, curating, coordinating, and managing the best resources to fit your unique situation. Our role is to engage a dedicated team of internal and external consultants on your behalf, helping ensure your financial team remains aligned, accountable, and focused on achieving what matters most to you.

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1. Wealth Planning
Wealth Preservation
Income Replacement Planning
Life transitions and milestone preparation
Goals & Aspirations
Education Planning

2. Investment Management
Professional Portfolio Design
Risk Management
Manager selection & oversight
Fiduciary Investing
Best Interest Investing

3. Tax Efficient Planning
Proactive planning with a CPA
Tax-aware investment & income strategies

4. Estate Investment Planning
Proactive planning with an Estate Attorney
Strategic design for multigenerational impact
Trusts, Wills, & Values
Beneficiary Designation’s
Transfer on Death (TOD) Accounts

5. Family Wealth Transfer
Communication frameworks
Character-building across generations

6. Business Services
Strategic advisory for family-owned enterprises
Business Succession Planning
Selling & Transition Guidance
Entity structure optimization
Buy Sell Agreements
Retirement Plans

7. Real Estate Advice
1031 exchange strategies
Farm Guidance
Rental property guidance
Lending Resources & Strategies

8. Charitable & Philanthropic Planning
Giving strategies
Donor Advised Funds
Family Foundation creation and management

9. Trustee Services
Traditional Trustee Services
Non-traditional Trustee Services
Businesses, Real estate, Farms, Oil Leases, (Just Ask)

10. Banking Services
Coordinated Banking Relationships
Treasury and Cash Flow Solutions

11. Loan and Credit Management
Debt Optimization
Strategic Lending
Securities Based Lending
Lending strategies aligned with short and long-term goals

12. Life Insurance Advice
Policy selection
Complex Structures, Designs, and Products
Estate Integration
Liquidity Planning
Simple Term Products

13. LTC & Eldercare
Policy selection & Review
Help accessing resources

Insurance products are offered through nonbank insurance agency, affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Bank Products and services are available through Wells Fargo bank, N.A.

Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, Casebeer McCollum Wealth Management will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158) Wells Fargo Clearing Services, LLC. Holds a residential mortgage broker license in Georga and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.